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

To: tero kuittinen who wrote (791)	7/26/1998 4:56:00 PM
From: Penny_Money	Respond to of 34857

Hi Tero: This is Penny_Money of the yahoo board. I totally agree with you that the market has not yet given Nokia the respect it deserves. In fact, I am amazed how quiet CNBC gets everytime Nokia whips Motorolla's ass (soon it won't have one). The WSJ has the same problems. I did sit on the Nokia conference call last Friday and enjoy the management's no nonsense reporting of facts. Nokia has a squeaky clean balance sheet with top-line revenues increasing about 24% over last quarter and operating margins increasing from 15 to 18%. The company was cash flow negative the first quarter of 1998 (payment of dividend) and is cash-flow positive again. I have been a Nokia bull for a long-time and admire the way the company is managed. I think the stock could reach $320 over the next couple of years (market cap of around 250 billion). Hope Finland has many more millionares. Keep posting. Regards, Penny

To: tero kuittinen who wrote (791)	7/26/1998 6:48:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Tero, I liked your post. You gained street credibility. Companies infused with spirit [not in a mystical sense], verve, will, imagination, hope and stuff are the winners. Very intangible qualities which can emerge quietly and blossom. Or disappear as the originators leave = maybe Motorola's position. My opinion remains that Qualcomm has all of those attributes. It interests me that your posts in support of Nokia seem more accurate and reasonable than your posts knocking Qualcomm. As though you want Qualcomm to do badly, but have to imagine reasons, setting yourself up for some cognitive dissonance as those who have thought Nokia would do badly are suffering. Not me you will notice. Apart from threatening to steal Qualcomm's IPR, which leads me to suspect the substance of those above moral attributes, Nokia has done everything excellently. I question their genuine intent to support the W-CDMA 'let's steal the IPR' attempt since they bought a licence for cdmaOne from Qualcomm nearly a decade ago. They are positioned to succeed brilliantly across the spectrum of handsets. I don't have an opinion on their infrastructure or other businesses. Have a nice day, as they say, Maurice