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

To: sisuman who wrote (4534)	1/8/2007 1:35:33 AM
From: elmatador	Respond to of 9255

Alcatel swaps in space and security will prevent Alcatel to do business in Iran. Even as the latest high-profile marriage founders, with management turmoil and profits warnings at Safran, political considerations are likely to hamper any deals beyond the asset swaps in the space and security sector between Thales and Alcatel in the short term. flightglobal.com While Alcatel gets rid of its security/defese assets that are going to be in the hands of Thales, Alcatel is -politically- prevented to do business with countries the US finds not advisable after its deal with Lucent.

To: sisuman who wrote (4534)	1/8/2007 1:14:53 PM
From: Eric L	Respond to of 9255

Nokia Slimming Down but Not to Warn ... ... according to Reuters: Nokia shares dropped sharply before the weekend on a sales and profit warning from Motorola, which was seen by investors as a result of fiercer price competition on the global market. ... Analysts said reassuring comments from Nokia eased fears the company might also have suffered in the fourth quarter. ... Nokia said it sold almost 40 million multimedia phones last year. It said the total market for these advanced phones, also called converged devices, was 90 million units in 2006, and is expected to grow to 250 million units in 2008. ... The 40 million numbers indicates strong fourth-quarter sales of these phones,” said Handelsbanken analyst Karri Rinta. “[The news flow] dispels suspicions Nokia would have to follow Motorola ... and warn on the fourth quarter,” he said. >> Nokia Debuts Thin Media Phones Finnish phone maker slims down multimedia models and intros an update to its web tablet. Lucas van Grinsven Tarmo Virki Las Vegas/Helsinki Reuters January 8, 2007 The world’s largest cell phone maker, Nokia, unveiled slim new multimedia handsets at the Las Vegas Consumer Electronics Show in an answer to stiff competition from rivals such as Motorola. The Finnish company, which makes one in three phones sold globally, has suffered from a lack of thin models in the last two years as consumers sought slimmer phones following the success of Motorola’s RAZR. At 13.7 millimeters, the new Nokia N76 phone is as slender as most slim-line models from smaller rivals. The RAZR is 14 mm thick and lags far behind in terms of features. Nokia plans to launch the new ultra-thin Barracuda phone later in the year, although it has not yet revealed the measurements of this offering. “Nokia seems to have recovered with much smaller casualties from the slim phone crises than from the clam shell crises,” FIM Securities analyst Jussi Hyoty said in a note, referring to a 2004 setback when Nokia’s share price halved in a few months after it lost market share to rivals offering folding models. Nokia has been able to hang on to a global market share of around 35 percent thanks to booming demand for its cheaper models in emerging markets. Shaving off Millimeters Nokia introduced its powerful N-Series in 2005, soon after Motorola hit gold with its thin but not very powerful RAZR. It launched a new version of its N93—the N93i—that is 3 mm slimmer and doubles as a digital video camera. It will be available for €600 ($781) in the first quarter. The N76 will be sold in the first quarter for around €390 ($511) before taxes and subsidies from operators. The Finnish company also unveiled a new Internet tablet using the Linux operating system. Building on Nokia’s first tablet—the 770—the N800 is faster, has a full-screen finger QWERTY keyboard, and an integrated web camera. The device, which avoids time-consuming network-approval steps from mobile operators through a Wi-Fi short-range wireless Internet connection, will be available immediately in the United States and several European markets for around $400 and €400 respectively. Nokia also will work with eBay’s Skype to add Skype calls to the tablet by the end of the first half of 2007. Biggest Camera Maker Nokia said it was the world’s largest camera maker last year, selling about 140 million camera phones, and the world’s largest manufacturer of music devices, with 70 million music-enabled devices sold. “More than 850 million people have a Nokia mobile phone in their hands. No other consumer electronics company in the world has ever had such a customer base,” Nokia Chief Executive Olli-Pekka Kallasvuo said in a statement. Nokia shares dropped sharply before the weekend on a sales and profit warning from Motorola, which was seen by investors as a result of fiercer price competition on the global market. Analysts said reassuring comments from Nokia eased fears the company might also have suffered in the fourth quarter. Nokia said it sold almost 40 million multimedia phones last year. It said the total market for these advanced phones, also called converged devices, was 90 million units in 2006, and is expected to grow to 250 million units in 2008. “The 40 million numbers indicates strong fourth-quarter sales of these phones,” said Handelsbanken analyst Karri Rinta. “[The news flow] dispels suspicions Nokia would have to follow Motorola ... and warn on the fourth quarter,” he said. Nokia said it sold nearly 70 million music phones in 2006. It had aimed to sell 80 million music phones for the year. Shares in Nokia opened little changed and were 0.1 percent lower at €15.24 ($19.84) in Helsinki. The DJ Stoxx European technology sector index was up 0.6 percent. ### - Eric -

To: sisuman who wrote (4534)	1/10/2007 10:33:00 PM
From: sisuman	Read Replies (2) \| Respond to of 9255

Panic in the market - sell Nokia??? Have investors gone nuts in the past few days over (1) MOT's warning; and (2) Apples iphone announcement? Re (1) - Per Credit Suisse negarive assessment They assume that Nokia will sell about 106 million units in Q4 or +20% v. Q3. (and compared to MOT's 22% unit growth). They are also assuming that NOK's ASP will drop about 8% - same as MOT's. And NOK's margin will drop to 14.6% v. 15.1% in Q4, 2005. The overall result then is for NOK's revenue, and net income, to increase only about 12.4%. So NOK's $0.29 for Q3 becomes about $.32 for Q4 - below the $0.34 consensus expectation. Seems way off-base. (2) - You have to give Jobs credit for his ability to command attention for any new product direction - but entering the new field of cellphones he expectes to sell 10 million annually be 2008, despite a $500 price? Is Cingular going to subsidize the price and offer it for $200 or so? Nokia has a base of 850 cell phone buyers, with another 100+ million to be added in Q4. So in 2008 it will have a brand base in excess of 1 billion people. And having begun the sale of music based phones relatively recently, it has already sold some 70 million. Are Apple and itunes that big worldwide? Will iphone sales really hammer NOK"s future profits in a big way? Lots of Apple risk. Looks to me like this is an excellent entry point to buy NOK stock! Sisuman