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Technology Stocks : Spansion Inc.

CY 23.82

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Apr 16 5:00 PM EST

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From: bobs10	4/2/2008 9:29:10 AM
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Nokia unveils 4 new phones for emerging markets news.yahoo.com article: Nokia expects replacement sales to consumers who already own a phone to grow to more than 60 percent of sales volumes in emerging markets this year from around 50 percent last year. When asked whether the firm was afraid of rivals getting into Nokia's stronghold -- it's entry unit gross margin has been at over 25 percent level -- Lambeek said: "We have a healthy level of paranoia, but at the same time we have our own strategy and the key is to execute that -- adding new dimensions like services and driving this replacement market and I believe that will keep us ahead." The FM radio story is the first thing. Having FM on wider range of entry products and now FM recording. I would argue FM recording is the multimedia innovation for emerging markets," Lambeek said. The Finnish handset maker said Nokia 2680, with a sliding design and priced at 75 euros, and Nokia 7070 Prism, priced at 50 euros, would both go on sale in the third quarter. "In many emerging markets, also in Africa, the first email will be sent and seen through the mobile device." me: Who would have thought that an "FM Recorder" would be a must have on a cell phone? But it sort of makes sense as music is probably quite a large part of the budget in evolving markets. I wonder if these are the phones SPSN was complaining about as having been pushed out in q4? Having Eclipse coming to market at a time when the market is demanding more powerful handsets for the same/less money should help SPSN gain market share. That's the great thing about the handset market, the upward mobility factor is kind of where PCs were in the late 80s. Interesting that the first EMail some will receive will be on a cell phone. It's getting progressively harder to define just what a PC is anymore.

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