Nokia Corp. (NOK) Message Board

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Technology Stocks : Nokia Corp. (NOK)

NOK 6.495

0.0%

11:15 AM EST

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To: Eric L who wrote (4697)	3/22/2007 2:21:25 PM
From: slacker711	of 9255

Comment: I expected Nokia to give back some share after a spectacular Q4. They usually do in Q1. They may pretty much hold share and possibly even see a slight gain. Mix driven margins will be key. I think it is safe to say that Nokia will have gained share during the quarter. While LG and Samsung are doing well, the 5% Motorola share loss leaves room for upside across the board. TI did sort of confirm this in their commentary when they stated that their mix was more dependent on which customers were doing well than on end-markets or geography. I would imagine the higher share of low-end handsets will drop ASP's, but as you say, the margins are going to be the key. Was the surprise last quarter the beginning of a trend? Nokia's earnings statements certainly made it sound like they would have further room on price during the 1st quarter. Slacker

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