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Technology Stocks : Nokia (NOK)
NOK 6.640-0.4%3:59 PM EST

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To: tero kuittinen who wrote (650)5/31/1998 1:26:00 PM
From: dougjn  Read Replies (1) of 34857
 
Thanks for the thoughts re: Nokia, and possible Asia related near term summer decline. Agree that they will clean up w/AT&T on that price plan. Nokia is in fact now getting a very strong US consumer name. It takes a while; it has been building for a few years now. It is also related to Motorola's decline.

Re: Alcatel, my focus is not much on their wireless handset business. My understanding is that that is small for them. Aren't they basically a phone network equipment company, more a European Lucent than a core area competitor with Nokia?

Do you have any feelings as to their strengths in those areas? Compared, e.g., to Ericcson, Siemens?

Doug
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