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

To: gdichaz who wrote (2584)	10/25/1999 6:48:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Come on - you know that the CDMA camp keeps coloring in Russia and China as part of the global CDMA family. You know that the claims about CDMA taking over Latin America are overstated considering the current TDMA growth there. How can the markets get the Nokia and Ericsson network sales growth so wrong if not for big misconceptions? I don't think that the fact that CDMA network sales growth is declining is really registering yet. And I don't think that the TDMA network growth surprise is really sinking in yet, either. Most market research companies simply wrote off TDMA from their long term projections. The current South American development caught them completely off guard. Of course there's no zero sum game. The question is this: what are the biggest misjudgments Wall Street is now making? Which companies are underrated? And which have overplayed their hand in the PR game? Tero