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

To: Terrapin who wrote (297)	1/17/2001 1:26:27 PM
From: Puck	Respond to of 9255

Well I'll make some observations (which may not be entirely accurate.) LU admits to competing for 3G contracts by using financing inducements. Jorma O'llila has a stated his belief that Nokia has so much to offer a potential customer that it doesn't need to offer financing as a marketing tool. As far as I know, Ericsson is being very conservative in its use of customer financing and appears to have an attitude similar to Nokia's. However, Ericsson has been willing to agree to aggressive deadlines with their more desirable customers and has accepted very stiff penalties for failure to meet them. Nortel is using customer financing very aggressively, like Lucent. Note that Lucent's press release doesn't mention that any of their UMTS investment is going toward developing switching technology. It could be that switching technology exists independently of wireless technology. I don't know if Lucent is like Motorola and has no native switching capability of its own or if it does have extensive switching capability. Nortel does. Have you come to any conclusions about the attractiveness of LU and MOT as value opportunities? (I personally think Ericsson is a very intriguing one currently.)