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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (1181)	5/24/2001 11:24:41 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10065

NOK: Analyst Tim Long says: Two of the company’s largest suppliers say slower than expected Q2 development STM generates 80% of its revenue from NOK, said Q2 of ’01 will be sequentially down vs. expectations for an up quarter. Remains skeptical about the component industry’s ability to forecast handset volumes, the close relationship between STM and NOK suggests that caution is prudent. Long term, sees NOK strengthening its position in the mobile handset and infrastructure market.