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Technology Stocks : RF Micro Devices (RFMD)
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To: mahler_one who wrote (4230)1/16/2003 10:33:06 AM
From: tuck  Read Replies (1) of 4849
 
>>7:44AM Handset inventories building in China - Solly : Salomon Smith Barney says channel checks suggest that mobile phone inventories in China have moved from 5-6 weeks to 8-9 weeks at the end of Q4, most likely all in GSM; the non-Chinese co's with the most exposure to China for handsets are MOT (about 25-30% share), NOK (24-26%), SI (5-8%) and Samsung (5%); says this is a negative over the next 1-2 qtrs, particularly for MOT and NOK.<<

Cheers, Tuck
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