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

To: foundation who wrote (8907)	1/23/2001 8:23:28 AM
From: Eric L	Respond to of 34857

<< ``We think that the newsflow in handsets in the next few months will be sufficiently dire to convince the market that handsets are commodities, and should be valued as such,'' >> Yuk! Not good ... for the whole bloody sector. - Eric -

To: foundation who wrote (8907)	1/23/2001 9:52:25 AM
From: 49thMIMOMander	Respond to of 34857

Per Lindberg of Dresner Benson has been doing this job for some months om CNBC Europe, unluckily his rethorics to talk down Nokia is kind of rudimentary, not a word on the combination of GPRS-WAP, flat monthly fee for GPRS services, sending picture messages,etc. That is, the GPRS networks are just sitting there waiting for new (tested) handsets and advertisers who pay the operator to animate their screens. (plus all the other more productive things GPRS-WAP means) GPRS handsets capable of receiving multiple slots will of course also demand double-triple horsepower from the DSP + controller, more RAM, etc with less power consumed per Mips, that's what TI pointed to yesterday. Maybe Per will be able to scoop up some sell-shares, Dresdner has, to my knowledge, missed that opportunity for many years. Ilmarinen Maybe they sit on these contractor manufacturer shares not yet ready for GPRS, trying to hang on with non-GPRS chip sets??