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Technology Stocks : Nokia (NOK)

NOK 7.085

-1.3%

Feb 10 3:59 PM EST

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To: Eric L who wrote (25166)	6/10/2003 11:11:59 AM
From: slacker711	Read Replies (2) of 34857

Given the overall climate for infra, sounds like infra is a mild Nokia positive for this quarter. Did you understand the reasoning behind the upside? They seemed to rule out a general improvement in the industry and a one-off revenue surprise. That seems to just leave an increased marketshare....but I never heard them say that. Also, an increased marketshare would seem to be more of a recurring phenomenon, but I didnt sense much optimism about the rest of the year for the networks division. The handset side seemed to come in about as expected. The ASP decline is worrisome but we need to see a quarter without SARS and the decline in the dollar to get a better picture. Slacker

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