Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eric L who wrote (4294)	4/19/2000 10:33:00 PM
From: NJShore	Read Replies (1) \| Respond to of 34857

Eric and Others: I have been enjoying your lively discussion. And I just joined this string. Would appreciate some comments to help me out as I am new to wireless investing but I am interested in possible Nokia purchase as tech stocks fell/fall somewhat out of favor. So, here go my questions: (a) what happened to Nokia from its circa $200 days? (b) Any buyers out there in anticipation of positive earnings announcement? (c) In general, I think Nokia is a good buy and hold candidate. Any agree/disagree comments? (d) I also am looking at ericy as a complement holding to Nokia: comments? (e) Any takers on the question: what other wireless stocks to add to a nubie's portfolio? many thanks.

To: Eric L who wrote (4294)	4/20/2000 7:22:00 AM
From: Gus	Respond to of 34857

As you wish. 5 million CDMAOne subscribers in Japan with an annual handset replacement rate of close to 100%. Ouch. Random Japanese notes: 1) Japan's Mr. Yen is again trying to drum up support for a Euro-type of financial framework for Asia. 2) Sony, as the key Japanese technology company, has a repurposed and technology agnostic handset business focused exclusively on the handset replacement business which makes sense since gadget-friendly Japan has an annual handset replacement rate of close to 100% and Nokia is leading the industry in increasing the replacement rate from 20-30% to 60-70% over the next few years. 3) NTT DoCoMo is floating a $11 billion bond issue to fund investments in other European and Asian carriers. SBC, which has an global investment portfolio it values at $25 billion, seems to be the model here.