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

To: Eric L who wrote (4718)	3/28/2007 7:46:26 PM
From: slacker711	Respond to of 9255

From what I heard on the CC, a bunch. They are going to take a big hit this quarter and they are going to be even more vulnerable in Q2 because they don't have a cost structure that allows them to continue to compete on price. FWIW, I had read some reports on Tawainese component suppliers that Motorola's orders were down 30-40% in February. I know that Motorola is going to have a disastrous 1st half, but I would hope that they arent seeing significant deterioration from their 1st quarter run-rate. Hmmm, CSFB estimates that Motorola makes up 30% of RFMD's revenues. That is a bit higher than I would have expected (my guesstimate was 20%). I guess they have a bit more business to lose that I had expected <g>. chip.seekingalpha.com The mobile market is going to be very nervous until we hear from Nokia.... Slacker