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Technology Stocks : Samsung and Wireless
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To: slacker711 who wrote (139)4/17/2003 11:19:34 PM
From: slacker711  Read Replies (1) of 374
 
Samsung 1st quarter '03 CC notes....

- 13.2 million handsets shipped 


GSM   6.3 million
CDMA  6.5 million
TDMA   .4 million

Americas  29%
Europe    23%
Korea     12%
ROW       36%


- Export ASP $177
Domestic ASP 385,000 Won

- They expect a rise in ASP's next quarter....a small single digit rise domestically, 10-15% for exports (this seems high, anyone else hear this number?)

- >52% marketshare in Korea

- margins are still >20%

- 68% of Samsung's handsets this year will be color
21% of Samsung's handsets this year will have cameras

- Inventory situation is fairly good.

As always, there was definitely more available on the call.

Slacker
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