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

To: tero kuittinen who wrote (4468)	4/28/2000 5:25:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Tero: Your selection of who is not doing well in comparison to Nokia seems to this observer to focus on the weakest of the competition, Motorola. Having seen that you pick and choose carefully in all your "presentations" here, it hit me that perhaps making comparisons to the fumbling (shoot itself in the foot) MOT, might not be just an accident. Since the way Nokia will crash and burn (if that ever happens) is due to Asia, curious what has Motorola to do with anything - least of all Nokia's danger from Taiwan (let alone production of phones in mainland China) - just to pick a couple of real world possibilities. How about the real problems Nokia faces, not those of the fumblers such as Motorola - the company that brought us IRIDIUM and stayed with analog (pardon me, analogue) beyond its time. (And as usual an admirer of your unmatched skill at spin. You could have a great future as a political consultant.) Best. Chaz

To: tero kuittinen who wrote (4468)	4/28/2000 8:44:00 PM
From: sisuman	Read Replies (1) \| Respond to of 34857

Hi Tero- I finally got a chance to look at some comparison numbers that I thought pointed out Nokia's place in the sun. Here they are. (Phone comparisons to follow). NETWORKS ($MILLIONS) REVENUES Q1/00 Q1/99 Q4/99 ERICY 2290 1537 3000 MOT 1809 1623 1741 NOK 1451 1070 1681 PROFITS ERICY 347 114 516 MOT 280 193 246 NOK 264 218 323 OP. MARGINS NOK 18.2% 20.4% 19.2% ERICY 15.1% 7.4% 17.2% MOT 15% 11.9% 14% Note that the ERICY numbers are approximate, since they don't separate their mobile no's - so I assumed 53% share.