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: LarsA who wrote (7497)	10/10/2000 4:48:14 PM
From: Caxton Rhodes	Respond to of 34857

yes it makes sense, if wcdma doesn't go, and there are lots of reasons to think it won't (higher cost, lower performance, higher royalties), nok isn't gonna be a major 1xeV supplier. In short, WCDMA potential market share is wide open to 1Xev and all Nok can do it lose if WCDMA's potential market share goes down. The rubber is hitting the road, we'll see what happens. I prefer to bet on superior technology and lower cost than politics. Wildcard maybe if Nok signs some sort of sweatheart deal with Q. Caxton

To: LarsA who wrote (7497)	10/10/2000 6:28:10 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 34857

As noted a few posts earlier, Tero did resurface on RealMoney aka The Street.Com predicting MOT's earnings (which are now out). Tero's comments: thestreet.com If you parse MOT's PR, their handset sales sucked in Europe (they were exiting the low-end models). We know NOK has been in product transition, but cutting prices to move low-end h.s. in Europe. Tero in his article cites robust aggregate h.s. sales in both the continent and in the U.K. as well as GSM sales in China. It will be interesting to see who picks up the numbers in Europe as well as in China, and whether the Asian mfgrs are making serious inroads on NOK's market shares in both Eurpope and China. MOT in its discussion on both wireless and chip segments mentioned that supply shortages and double-ordering are no longer part of their picture. If NOK loses share, after slashing margins to increase same, and given the general h.s. declines of MOT and ERICY, may be time to reevaluate this puppy. Holding NOK on the expectation that unit sales #'s will be fine - but keeping a close watch (regardless of Holy Wars and all that crap) on the market shares of the Asian branded names.