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

To: John F. who wrote (2003)	8/4/1999 6:28:00 PM
From: David Perfette	Respond to of 34857

Just checked MSDW web site through my acct.. No report available on nok today.

To: John F. who wrote (2003)	8/4/1999 10:47:00 PM
From: Typhoon	Read Replies (1) \| Respond to of 34857

Didn't Morgan Stanley put out a report calling for a 110 target a few weeks ago? I guess the margin issue was at the heart of the MS report. That is all I know after talking to an analyst this AM. My instinct is to say that this is not a guaranteed result. We'll have to watch consumer handset sales trends closely over the next few weeks. I don't think people expect Nokia to lose market share, rather they will cave on prices to hold onto their current position. I think we need that brilliant analyst Tero Kuittinen to help us sort this one out. His analyses quickly cut to the chase analysing handset sales trends from a variety of specific metrics which give us the ability to assess the MOT threat to NOK's earnings. I bet the infrastructure announcement should help offset current concerns. However, we are in a correction and there are plenty of momentum players getting hurt and this might even shake them out. I bet we are in buying range now, but there is still 5 points of down side risk. Maybe this explains why Nokia trades at such a significant discount to Cisco.