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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 68.85-0.3%Nov 11 3:59 PM EST

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To: Claude who wrote (1338)7/2/2002 9:43:33 AM
From: Czechsinthemail  Read Replies (2) of 1698
 
Bernstein's Paul Sagawa has been positive on Nokia and seems to be continuing that view:

08:50 ET Bernstein expects rebound in wireless group, positive on Nokia : Bernstein says that the results of their wireless survey gives them a high degree of confidence in a rebound in the replacement cycle, and sees solid demand and pricing in 2H02 into 2003; maintains Mkt Outperform rating on NOK, saying current mkt share of 36% should rise to 40% by Q4 and 2003, and expects steady margins and above-consensus EPS.[Briefing.com]
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