Nokia Corp. (NOK) Message Board

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Technology Stocks : Nokia Corp. (NOK)

NOK 6.080

+0.4%

3:59 PM EST

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To: sisuman who wrote (3871)	4/15/2006 9:45:12 AM
From: Eric L	Read Replies (4) of 9255

Numbers Make My Head Hurt ... Sisuman, << The numbers just don't add up. If Lehman is correct regarding Q1 >> For fun let's plug LG in at an aggressive 15.5 million units (down only 4.5% from Q4 but equal to their Q3 production) and that leaves 38.7 million for "Others" and you are right, that seems awfully low, even though BenQ/Siemens, the Chinese, and the Japanese (outside their own domestic market) are likely to report very poor quarters. So either he's overly optimistic about Nokia and/or Moto or we'll see upwards of 220 million units sold-in, which I don't really expect. I guess we best just sit back, relax, and enjoy the show. Best, - Eric -

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