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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%4:00 PM EST

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To: Gottfried who wrote (29744)3/30/2006 12:09:53 PM
From: Donald Wennerstrom  Read Replies (1) of 95638
 
I found the following article, but it has no breakdown of new and replacement mobile phones.

<<Wireless stocks rally on Nokia news
Thursday March 30, 11:21 am ET
By Amanda Cantrell, CNNMoney.com staff writer

Wireless stocks jumped Thursday after cell phone maker Nokia unveiled a surprisingly strong forecast for growth in cell phone sales this year.

Texas Instruments, the number one maker of cell phone chips that counts Nokia as its biggest customer, saw its stock rise about 3.5 percent, and chipmaker RF Micro, another large Nokia customer, gained about 4 percent.

STMicroelectronics, which makes camera modules for camera phone and other related products, added about 2.5 percent.

Speaking at Nokia's annual meeting in Helsinki, Finland, Nokia CEO Jorma Ollila said the No. 1 cell phone maker expects the mobile phone market will grow 15 percent or more this year from an estimated 795 million last year, up from its previous forecast of 10 percent growth.

Nokia's U.S. shares rallied about 4 percent, while rival Motorola added more than 1 percent.>>
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