Smartphones: Symbian, Microsoft, RIM, Apple, and Others Message Board

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Technology Stocks : Smartphones: Symbian, Microsoft, RIM, Apple, and Others

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To: sylvester80 who wrote (1117)	3/15/2011 10:58:07 AM
From: Eric L	1 Recommendation Read Replies (1) of 1647

Charles Wolf's Smartphone Report for Needham & Company Syl, I believe that I asked you once before not to post a duplicate post to this board that you have posted or plan to post on the Android board you host or another SI smartphone board. If not, you are now so advised. Please pick your site or sites but do not duplicate a post to this board that you have posted or plan to post elsewhere. TIA. Charles Wolf is a highly regarded equity analyst who spent 18 years in the Finance Division of Columbia B School, and he joined First Boston (Credit Suisse First Boston) as an equity researcher in 1984..He has been with Needham & Co since 2000. This report which reflects his opinions and those of others quoted within is worth a read in its entirety. Wolf Bytes 41.28: The Nokia/Microsoft Alliance Promises to Disrupt the Competitive Landscape in the Smartphone Market Charles Wolf Needham & Company, LLC 24 Page PDF March 14, 2011 clients.needhamco.com The sales and share numbers Wolf uses in the report are abstracted from IDC sell-in estimates. Figure 14 on page 18 of the report provides a very good quarterly and annual breakdown (IDC's) by OS platform and in the case of Android breaks it down by 11 OEM vendors and 'others' which I haven't seen elsewhere. In that abstract Samsung nosed out HTC (15.9 million units sold into channels v. 15.7m). The abstract shows smartphones increasing from 14.8% of 1.172 billion total phones sols in 2009 to 21.8% of 1.389 sold into channels in 2010. - Eric -

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