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

To: Caxton Rhodes who wrote (7620)	10/16/2000 11:28:52 AM
From: Ruffian	Respond to of 34857

Sure lighten up his tune on Ericy, though...eom.

To: Caxton Rhodes who wrote (7620)	10/16/2000 11:49:54 AM
From: Keith Feral	Read Replies (1) \| Respond to of 34857

Caxton: His whole position on Nokia is that they must be posittioned for a good quarter since Motorola and Ericcson had difficult performance in Europe. He is betting that Nookia will pick up the slack. I thought that Nokia already warned this quarter would be difficult.

To: Caxton Rhodes who wrote (7620)	10/16/2000 12:04:32 PM
From: S100	Respond to of 34857

Mark Cabi of C S First Boston Author Maria Logan Report Source Marc Cabi (Added 10/16/2000 10:40:13 AM)Categories: Sector Reports, Stock Picks Currently Bullish They are bullish on the wireless sector and the mobile device manufacturers They see a growth rate of 35 percent rate for the sector Fundamentals are great in the United States Carriers are showing strong promotions for holiday season Overseas the services are trying hard to gain market share They see handset sales to exceed 4M units Stock Picks NOK Best positioned wireless company 30 percent market share They have the highest margins in the marketplace Buying opportunity here Expectation got out of hand early this year HAND Leading the device market Creative products ERICY Reports on the 19th of this month Infrastructure is the best part of their business netcog.com