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

To: LarsA who wrote (17674)	1/9/2002 8:43:18 AM
From: Eric L	Read Replies (2) \| Respond to of 34857

Lars, << I have my doubts that this could be right. >> Me too since Samsung was coming on with TDMA. Samsung had a heck of a 3rd quarter worldwide but I'm wondering about Q4 for them. << Audiovox being so weak? >> I think there was some indication (from them) they would be. NOK surprising, although all indicators on them here have been very positive. NOK could well have eaten into Audiovox at Verizon. - Eric -

To: LarsA who wrote (17674)	1/9/2002 9:45:42 AM
From: Ruffian	Read Replies (1) \| Respond to of 34857

05:50 ET European Markets : FTSE -0.79%, DAX -0.47% -- European stocks lower. Weakness in oil stocks a drag. Heating oil inventories surged in the US. Alcatel, Ericsson and Nokia all lower on downgrades from JP Morgan. Dixonns Group hit by weaker than expected Christmas sales. Some reprieve from the positive earnings surprise out of SAP.

To: LarsA who wrote (17674)	1/9/2002 5:55:10 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

re: Greetings from the SSB "Wing Nut & Wing Bolt" << FWIW:Market shares in the U.S in November.: Nokia 40.7% >> There is a lot of info flowing that indicates Nokia did VERY well in Q4 in the Americas on both volume and margin ... Meantime from he & she at SSB >> Market Report -- In Play (NOK, QCOM) January 09, 2002 Briefing.com QUALCOMM (QCOM) 48.41 +0.22 (+0.5%): Stock is struggling to participate in today's tech rally. Stock and sector pressured by recent flow of negative data points -- the latest being Verizon's subscriber miss. Salomon Smith Barney also out with comments; calls QCOM the best positioned name to play the migration to data for the long-term; however, in the near-term (1-2 qtrs), firm remains concerned with consensus estimates due to 1) slowing net adds globally 2), mkt share shifts in 2G terminals to NOK 3) a potential 1X chip inventory situation Over the next 1-2 months, believes stk could be trading in a range of the low $40s to high $50s. << - Eric -