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

To: Eric L who wrote (25427)	7/17/2003 9:57:22 AM
From: TCGNJ	Read Replies (3) \| Respond to of 34857

Anyone buying NOK today? Is it a bargain at these prices? Thanks.....

To: Eric L who wrote (25427)	7/17/2003 9:59:51 AM
From: slacker711	Read Replies (4) \| Respond to of 34857

"Killing them" to the tune of the best handset margins in the industry ... <g> No question, however, that an extra point or so of margin would have made today's report more palatable and I think the market was expecting margin at least at the same level as last quarter, if not a tad higher. Actually, it isnt the margins that bother me so much. I generally buy their explanation that they are going to be spending quite a bit on product launches....and I am sure that they margins in CDMA arent quite what they are in GSM. However, the flat to down sales outlook for NMP during the third quarter is a definite disappointment. They are launching a ton of new handsets that should be helping drive ASP's. Did they give their estimate for ASP's in constant currency terms? I only half listened to the call.... Slacker