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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Eric L who wrote (37566)1/5/2001 5:25:40 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 54805
 
re: NOK - King of Handsets (Article about Q3 Handset Numbers)

Eric, I suspect you'll highlight in your report that probably this trend continued on a worldwide basis in Q4, from what we can see of the subscriber take-up numbers in some of NOK's strongest markets, versus some disappointments elsewhere.

It appears, again from those anecdotal carrier reports, that the Q4 trend in new subs favors the lower end and more consumer-oriented devices in which NOK is dominant.

None of the Q4 reports so far bode well for MOT or ERICY in the aggregate.