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Pastimes : NNBM - SI Branch -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (556)	10/21/2000 11:34:48 AM
From: Wharf Rat	Read Replies (1) \| Respond to of 104157

An awful lot of "real" companies haven't changed much from when they were at their highs. In INTC's case, it was the unnecessary warning. The same thing happened with A last quarter... a warning of lower earnings followed by numbers close to the original whisper(although A was certainly not a $150 company yet). NOK is a good example, altho they actually have changed a bit, in that they picked up a bit more market share. CEO Jorma expects more of the same growth in phones, expects 1B by '02. He also expects market share to continue rising about 1%/quarter. CNBC reported that the NOK folks were quite upset with the tumbling prices, and announced a week early, just because they couldn't stand it anymore, and knew that ERICY would have bad earnings and didn't want to see that drive the price down even further. I bought NOK in Aug'99, again down from its spring-time high, and believe that the pattern is the same; this will run to 120-150 and split again by April. Lots of companies are in the same boat. Even MSFT is pretty much the same company, although potentially it is 2 new ones. I was even looking at T, but I thought I was too young to buy it, even at bargain basement prices. You have a good weekend too. Wharfie