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


To: tero kuittinen who wrote (738)7/7/1998 11:05:00 AM
From: Paul Shread  Read Replies (1) | Respond to of 34857
 
Tero,

If anyone in the wireless sector deserves a higher multiple, it'a NOK.A. They've been beating estimates by a substantial margin, at the expense of companies like ERICY (which I also own). They're doing everything right as of late, and you'd never know there was an Asian flu from their performance. My three biggest holdings (due to their outperformance) are LU, NOK.A and CSCO -- I'd be hard-pressed to find three better companies to take advantage of the telecom boom. And, by the way, Liv Tyler could sell me anything.

Paul