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

To: Eric L who wrote (9374)	2/22/2001 12:02:47 PM
From: Puck	Read Replies (1) \| Respond to of 34857

Kyocera's prediction of 9% industry growth is not corroborated by any of the majors--not by a long shot. I smell something rotten in Denmark, or should I say Korea. P.S. Since Nokia won't start booking 3G infra. rev's until next quarter, expansion orders are what has propelled their infra. business to 30%+ yoy growth in recent quarters. It doesn't seem credible to me that such strong growth in expansion orders would occur at a time when mobile handset unit growth is allegedly occuring at one third the pace.