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


To: carranza2 who wrote (15983)10/19/2001 6:01:17 PM
From: Eric L  Respond to of 34857
 
c2,

<< looks like GSM is responsible for increased crime in London. Wouldn't happen with a CDMA phone. >>

Could you explain why?

<< Q will surprise, I think. A penny or two over, IMO. >>

I think so.

Forward guidance critical, but they should be fine under any circumstances.

SSB, by readjusting their own inflated guidance on handset sales, has taken the sting out of the fact that QCOM will have to guide down on CY CDMA handset sales, and thats factored out. Nokia guiding down on total to 390 mil today also helped.

Strong balance sheet and profitability in very adverse market conditions will show QCOM off as it did NOK today.

Have a great weekend.

- Eric -