Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 380.78

-1.3%

3:59 PM EST

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To: data_rox who wrote (4947)	4/28/2006 11:07:21 AM
From: Eric L	of 5195

Nokia Shipments ... Hi Data, << the cc discussed the 3G negotiations >> I had hoped to listen, but was diverted. Hopefully it will be archived. << By my estimates through the years Nokia has shipped .... do those numbers jive with you? ... Approx 10M WCDMA handsets >> Other numbers look about right but I think that through Q1'06 Nokia probably has shipped closer to 15m UMTS (WCDMA) handsets than 10m. I peg them at ~20% of 49-50 million UMTS (WCDMA) handsets shipped globally in 2006 (or worst case just a tad less), perhaps upwards of 1m units before that, and 3.5m to 4+ million out of 19-20m units shipped globally in Q1 (35 to 40% of non-Foma handsets). They shipped almost 2 million of just the N70 in Q1. Tom Dailey of GfK is speaking at 2:00 at the Lehman Brothers May 22 Worldwide Wireless, Wireline & Media Conference ... lehman.com Hopefully that's webcasted or at least abstracted well by Lehman Brothers because he should be able to supply some good data points that can be pieced together with others. Best, - Eric -

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