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Technology Stocks : Apple Inc.

AAPL 271.01

-0.3%

Jan 2 9:30 AM EST

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To: Lizzie Tudor who wrote (68763)	9/17/2007 6:47:51 PM
From: pyslent	Read Replies (1) of 213177

Before I toss this research completely can I ask you what are the product names of Nok's "smart phones". Sometimes forrester accurately reports stuff but it is such a tiny segment of the market it seems way off. I'll defer to Eric to provide the authoritative answer to this, but here's my stab at it. Up until recently, Nokia separated their smartphone sales into a consumer oriented "Mutlimedia" division, and the business oriented "Enterprise" division. Multimedia (where N-series devices resided) have always generated high margins (higher than the blended device average). In contrast, I believe this past quarter is the first one in which the Enterprise division showed profitability (and how-- they had 18 % operating margins). If Forrester ony considered the Enterprise devices from prior quarters (like the E90, E61, etc), I can see how they might have come to the conclusion that Nokia's "smartphone" margins were not so great.

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