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Technology Stocks : Samsung and Wireless

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To: slacker711 who wrote (6)	1/16/2002 10:58:24 AM
From: slacker711	Read Replies (2) of 374

Samsung earnings conference call.... samsungelectronics.com Highlights...usual caveats apply (accents make understanding some of the numbers difficult). - They shipped a total of 8.9m units during the quarter. This was a 23% increase QoQ. Total units for the year were 26.8m....a 31% YoY increase. - 1.8m units in the domestic market. This amounted to a 57% marketshare which means that total sales for Korea were 3.16m units. I believe that total sales during the third quarter were around 3.9m units. - Samsung now ships more GSM handsets than CDMA (this was bound to happen). They shipped 7.1m units for export with the following breakdown. CDMA 31% GSM 67% TDMA 2% This means that total CDMA shipments were a little over 4m units while GSM units were around 4.75m units. GPRS units made up around 6% of total shipments. - 91% of domestic units were 1x....and 30% of these had color screens. They expect color units to dominate next year. - ASP's for domestic units were 329,000 Won (slight rise sequentially)....for export $176 (flat). - The surge in export products was helped by expanding the number of operators (including Verizon and Voicestream). Breakdown by geography.... USA 29% EU 26% Asia 24% Korea 21% - Margins in the telecom division were 18%. I think that margins were helped by infrastructure sales which went from 362 Billion Won to 453 Billion Won (25% sequential improvement). The surge in infrastructure sales was due to increased 1x and 1xEV-DO sales. They said something about DO sales to both SK Telecom and KT Freetel. - The expect the world market to total 415m units during '02. They are targeting 32m units which they call a conservative goal. Slacker

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