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

To: JohnG who wrote (8334)	11/29/2000 11:34:56 AM
From: JohnG	Respond to of 34857

Picture DoCoMo color phones. JohnG nttdocomo.com

To: JohnG who wrote (8334)	11/29/2000 11:47:41 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

I think Sharp is the big-volume champ right now and smaller players are scrambling to jump-start their color-display projects. Japan's ravenous domestic demand is apparently vacuuming nearly all of Sharp's production right now; this is going to be a real issue in the 2001 Xmas market in Europe and USA. This shortage may go a long way towards deciding which phone vendors can grab high-end share in Western markets. So the whole "Phone Glut!!" panic is a little premature. Let's see how big a glut there is in color models next autumn. No hissy fits, slacker - I'll buy you a bottle of Finlandia when I visit the States next time. You need to renegotiate contractual obligations in advance in the future. Tero