Nokia Corp. (NOK) Message Board

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Technology Stocks : Nokia Corp. (NOK)

NOK 6.495

-4.3%

Jan 8 3:59 PM EST

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To: Eric L who wrote (4365)	11/8/2006 11:14:35 AM
From: slacker711	Read Replies (2) of 9255

My personal opinion is that the implications for Nokia and Sony Ericsson are positive, not neutral, particularly when coupled with Samsung's usual "inventory clearing" (as reported by Slacker) and Samsung's usual tendency to ramp new products slower than Nokia. Nokia is always poised to exploit any competitors weakness in Q4. I have more concern about Q1 2007, when Moto and Samsung should be clicking while Nokia probably won't have started a portfolio refresh. I think that sounds about right. Thus far, Samsung, LG, and Motorola have all failed to get their new 3G product offerings on shelves. They have 2-3 weeks before the nature of Christmas sales/advertising will limit their impact......which would provide a nice boost for both Nokia and SE. Any thoughts on when Nokia may pull back the curtain on their new mid-range lineup? Will it be at the Capital Markets day or will we have to wait until '07? Slacker

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