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Technology Stocks : Nokia (NOK)
NOK 6.875+0.6%9:38 AM EST

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To: carranza2 who wrote (19133)3/25/2002 3:48:16 PM
From: Eric L  Read Replies (1) of 34857
 
Yes? I'm still patiently waiting for ...

... concrete references to "millions and millions in Fall "01".

<< Make up your own mind >>

I did!

But thanks for reminding me of my June comment that "they [Nokia] said they would ship volume in Q4 (specifically "millions", but not specifically "tens of millions, and Nokia when queried on whether or not they could meet pent up demand, stated it was possible they would not, which makes a nice carryover to Q1 02).

As it turns out there was not quite as much "pent up demand" and Nokia reacted accordingly.

... and as for why Ericsson couldn't ramp anything, that remains a mystery.

- Eric -
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