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Technology Stocks : Nokia Corp. (NOK)

NOK 6.185

-0.2%

10:13 AM EST

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To: slacker711 who wrote (4356)	11/7/2006 4:14:38 PM
From: Eric L	Read Replies (1) of 9255

Merrill Lynch on 2007 and 2008 Handset Growth << Samsung sees 2007 global handset market up 10 pct >> Most analysts and research houses are projecting ~10% growth for 2007. Most analysts and research houses were projecting 6 to 12% growth for 2005 and 2006. I'm betting that 10% for 2007 is low. I think we'll see 12% to 15% growth, BWTFDIK. >> Merrill Lynch Ups Handset Sales Forecasts Believing 2006 Could Be Peak Year for Global Sales William Trent Seeking Alpha October 31st, 2006 seekingalpha.com Merrill Lynch boosted their forecasts for handset sales in 2006 and 2007. The increases are a bit out of synch with recent disappointing reports from the handset channel. Cellular-news.com reports: Merrill Lynch has upgraded their forecasts for handset sales next year to 1,067 million, in a research note from their analysts. Their 2006 handset estimate has also increased from 918 million to 970 million. In their view, 2006 could be the peak year for global and emerging market net adds at 440 million and 387 million. They expect the annual growth rate of handset unit shipments to slow from 20-30% seen in 2003-06 to 10% or less in 2007-10, mainly driven by a slowdown in emerging markets subscriber growth from 28% YoY in 2006 to 18% YoY in 2007. However replacement handsets in emerging markets will grow at 66% in 2007 and provide the impetus for industry unit growth. WCDMA handset market should accelerate, driven by HSDPA adoption, to 67% YoY to 168 million, up from 10% to 15% of the market in 2007. The Cellular-news article has some decent charts on handset sales growth [one of which is] included below ... - Eric -

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