Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ronho who wrote (13775)	7/16/2001 9:51:24 AM
From: Eric L	Respond to of 34857

re: Balance Sheet Power - Business Models - Market Positions (NOK, CSCO, MSFT, INTC) 3 Gorilla's & a King: "In the overall high-tech industry, Cisco, Nokia, Microsoft and Intel have the strongest financial positions and are best positioned to leverage opportunities during the downturn and not get crushed by it." Competitive Advantage: "Nokia’s key competitive advantage is its ability to segment its market and align value and price to each type of customer in the mobile phone market," Partnerships: "Nokia is also gaining momentum in third-generation network infrastructure sales, and continues to strengthen its relationship with Cisco. TBR believes a Nokia/Cisco combination has a good chance of challenging Ericsson’s top position in wireless infrastructures. Ericsson and Nokia both realize the importance of maintaining a top leadership role in the broader mobile Internet market, which includes IP routers, content networking, Web phones and Internet appliances. As a result, Ericsson’s third-generation market strategy is critically dependent on the level of success of its joint venture with Juniper (Nasdaq: JNPR) to create IP routers for exclusive use in Ericsson’s third-generation solutions." >> TBR Report Says Nokia is Number One UK Cellular News 7/15/01 Based on its strong business model and market positions, Nokia is ranked No. 1 in Technology Business Research, Inc.'s [TBR's] competitive benchmark index for 1Q01. Cisco's score dropped again this quarter as a result of the massive write-off of inventory that cannot be resold. Third-ranked Ericsson is cleaning house after two years of sacrificing profitability and cash flow in order to build share in key markets. "Cash is king, and the power of a strong balance sheet is more important than ever in identifying the potential winners that will leverage the current economic conditions and not get crushed by the radical change in market opportunities," stated Director of TBR's Network Business Quarterly Bill Lesieur. "In the overall high-tech industry, Cisco, Nokia, Microsoft and Intel have the strongest financial positions and are best positioned to leverage opportunities during the downturn and not get crushed by it." << Note: TBR Network Industry Benchmark Reports are provided as an optional part of the Network Business Quarterly subscription service and are published at the end of each calendar quarter. Below is a list of the top 11 Network Equipment manufacturers that are ranked in this report. 3COM Marconi Nortel Alcatel Nokia Lucent Cabletron Ericsson Motorola Cisco Intel About TBR: tbri.com Headquartered in Hampton, NH, TBR's highly quantitative, proprietary benchmarking methodology ranks the leading global computer vendors on a comparative basis every quarter, based on effective implementation of product strategy, marketing strategy, manufacturing strategy, and business model. TBR specializes in the competitive analysis of the major players in the global computing market through its industry standard Computer Business Quarterly (CBQ) benchmarking. A TBR Press Release from earlier this year: >> Technology Business Research Initiates Coverage of Nokia and Ericsson Fierce Battle Brewing Between Nokia/Cisco and Ericsson/Juniper for Leadership Positions in Third-Generation Networking and Mobile Internet Markets Hampton, NH January 22, 2001 Technology Business Research is pleased to announce it has started coverage of Nokia (Nasdaq: NOK) and Ericsson (Nasdaq: ERICY) as part of its Network Business Quarterly subscription service. NBQ provides company-based research reports on the leading networking and communications equipment manufacturers, as well as other high-tech firms impacting the industry. Each quarterly report provides analysis of the company’s strengths and weaknesses, strategic objectives and functional strategies from a combined business, financial and technical perspective. "Nokia’s key competitive advantage is its ability to segment its market and align value and price to each type of customer in the mobile phone market," stated TBR Director of Network Business Quarterly Bill Lesieur. "Nokia is also gaining momentum in third-generation network infrastructure sales, and continues to strengthen its relationship with Cisco. TBR believes a Nokia/Cisco combination has a good chance of challenging Ericsson’s top position in wireless infrastructures. Ericsson and Nokia both realize the importance of maintaining a top leadership role in the broader mobile Internet market, which includes IP routers, content networking, Web phones and Internet appliances. As a result, Ericsson’s third-generation market strategy is critically dependent on the level of success of its joint venture with Juniper (Nasdaq: JNPR) to create IP routers for exclusive use in Ericsson’s third-generation solutions." TBR provides company-based coverage of the leading high-tech vendors from a combined business, financial and technical perspective. Financial results and business models serve as the basis of TBR’s analysis of vendors’ progress each quarter in meeting their strategic and functional objectives. In each quarterly report, TBR also tracks changes to the vendors’ strengths and weaknesses, along with risk factors impacting market opportunities and competitive threats. TBR’s Network Business Quarterly service provides coverage of the major players in the networking, communications and Internet infrastructure markets. << - Eric -