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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Jens M. Ottow who wrote (1949)	6/20/1999 12:53:00 AM
From: Typhoon	Read Replies (3) \| Respond to of 34857

Nokia trades to a new high and nobody cares? Nokia seems to be rallying into earnings as usual. However this quarter's comparison should be the toughest of the year. The momentum with their CDMA phones is shocking. I would think that qualcom or some American firm like Motorola would be grabbing these sales, not this Finnish company that does all this gsm stuff. let's see 1mm to telebras and 2mm to Sprint? I wonder how their 7000 series is selling. I suspect later this year they will continue to put some more hurt on their competition with several new phones. Well at least the Swedes have figured out how to play Nokia's game. Just put out more black boxes. When will these guys figure this out? I think Ericy could be a great investment if they ever came out with a cool phone. An analyst I spoke to last week said the story now will be a multiple expansion story with Nokia. Clearly it is the least expansive gorilla in the tech universe when looking at pe to growth rates. I guess everyone figures their guidance is for real in spite of the magnitude of their upside earnings surprises. Well, Microsoft has played this game well for years. I just think it's a cultural thing. Cheers, Typhoon