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

To: slacker711 who wrote (7659)	10/18/2000 5:24:25 PM
From: Puck	Read Replies (1) \| Respond to of 34857

I guess that DSP's have a longer shelf life than many other types of semiconductor components. Nokia, earlier in the year, could have temporarily enlarged its inventories/purchase orders from Texas Instruments by using its leverage as Texas Instruments's preferred customer in order both to ensure its own near term supply and to appropriate Texas Instruments's limited capacity for itself to preclude Motorola and Ericsson from getting all they needed with the expectation that either the tight supply situation might continue in which case they would be all the better for having done so or else that the supply situation might ease in which case they could live off their inventories for a few weeks. Remember that what comes in through the supply chain doesn't necessarily come out as a product continuously evenly in time, nor does this phenomenon necessarily impact the purchaser from reporting smooth unit sales growth. Interpreting supplier statements can be a relatively inaccurate way of predicting their industry's near term growth rate. In case you weren't aware, RF Micro did express a belief last night on their conference call that the slowdown in their orders from the handset makers was a temporary slowdown. In fact, Motorola management stated a belief that handset volume for them and for the industry would not take long to re-accelerate.