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


To: David Perfette who wrote (2043)9/1/1999 12:09:00 PM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
Handset margin pressure is that magic phrase for Nokia - no matter who says it, NOK usually reacts. They have the biggest exposure to the handset market around the industry, after all. This worry won't go away - ever. The company just has to prove they can defend margins year after year. What ticks me off is the current belief that network margins are any safer. Nothing supports that piece of telecom woodoo folk wisdom - just look at the trend during the last five years.

Tero