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Technology Stocks : Nokia (NOK)
NOK 5.985+1.8%2:31 PM EST

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To: tero kuittinen who wrote (1872)5/3/1999 12:50:00 PM
From: Caxton Rhodes  Read Replies (1) of 34857
 
Tero- Who do you rank as the leading suppliers of GSM/W-CDMA handsets? Any projections of market share? I love to play both sides. If nokia does drop into the 60s, I'll be there in a big way.

I do think the rotomola comparison to Q is not valid, Q has not shown any hints of horrible mistakes, and seems to be able to move quickly when it sees things not going the way they anticipated (for example when the Q phone under-performed they quit making it). Q has a significantly more focused business than Mot and has much higher quality of management.

Caxton

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