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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Maurice Winn who wrote (44446)1/8/2004 10:15:21 PM
From: elmatador  Read Replies (2) of 74559
 
<<Not to mention QCOM at $59.4 which makes a nice welcome home - a continuing vote of confidence in the future of CDMA and the world's economy.>>

Wireless Kit Back From the Dead
01.08.04

Nokia Corp. (NYSE: NOK - message board) and Andrew Corp. (Nasdaq: ANDW - message board), both major players in the cellular networking equipment market, have today raised revenue and profit guidance for the fourth quarter, sending a signal that carriers are once more investing in the future of their networks.

unstrung.com

All according to Elmat's script <g>
Message 16383555

But don't get too excited and expect too much. 2004 to 2008 will provide meager gains. This is not 2G 90's revisited.

Prices in 3G are much lower than generally anticipated and the total equipment revenue in mobile will be flat 2004 - 2008 in the most optimistic scenario.
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