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Nokia Can Not Meet Demand

|Includes: AAPL, Nokia Corporation (NOK), SSNLF

According to a China Mobile Spokeswoman Nokia´s supply is not meeting the demand for its Lumia 920T models. 90.000 were ordered through Jan 30, however Nokia were only able to ship 1/3 or 30.000 devices.

While this is a bad sign regarding Nokia´s production capacity, it is positive news on the demand for its models. I would be more worried if the supply was higher than the demand.

Disclosure: I am long NOK.