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Technology Stocks : Brightpoint - CELL -- Ignore unavailable to you. Want to Upgrade?

To: Brian Lempel who wrote (781)	8/13/1998 5:57:00 PM
From: Paul Shread	Respond to of 1999

The company to own in the wireless area right now is neither ERICY or QCOM -- I'm willing to bet we're both about break-even this year on them -- but NOK.A, which is taking everyone to the woodshed. ERICY's big miscalculation this year has been underestimating NOK.A and not matching them in new products. As a result, they probably won't get a significant rebound in business until next year. The market is seriously undervaluing NOK.A -- they just can't believe they're for real yet.