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Technology Stocks : Samsung and Wireless
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To: slacker711 who wrote (135)4/17/2003 11:13:26 PM
From: waitwatchwander  Read Replies (1) of 374
 
Looked but couldn't find the PDF. I listened really well during the telecom Q&A and was struck by the wishy washy answers on:

1) Use of their new CDMA chip - heard something like didn't want to jeopardize relationship with Qualcomm and it being a win/win situation ???

2) Effect of new entrants into phone manufacture segment - hard to say what was said but it sounded like they have taken notice of something happening !!!

3) BoM trends - increase with functionality and much higher BoM percentage with low end phones. This came right after a question about declining phone margins.

Will need to listen to CC replays to get a better idea but my first impression is that both Samsung and Motorola have been impacted by the new Chiner phone makers at the low end of the market. And, isn't Nokia also headed in that direction?

What to do? What to do? What to do?

FWIW, Trevor

ps Compared to last quarter and excluding FEXCH on domestic sales, ASP's down 4 - 5%.
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