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To: Mike Buckley who wrote (36580)	12/13/2000 11:08:48 AM
From: Michael H	Respond to of 54805

What is each company's marketshare? Disclosure: I own neither INTC or AMD, so I did not do very much research on the subject. Only reference I could find fast named AMDs marketshare 20% worldwide, others speaking of "increasing" marketshare. What is clear to me is, that AMD has and will have the fastet chip around for some time, they are attacking the high end market, and I see far more often OEM offers with AMD than with "Intel inside" in the Xmas brochures like last year. overclockers.com zdnet.com Michael

To: Mike Buckley who wrote (36580)	12/14/2000 1:47:03 PM
From: Eric L	Respond to of 54805

Re: Nokia (NOK) - King of Handsets (?) Although end of year numbers are not in, Nokia is still holding its own and the competition is in the lower ranks. It appears that Nokia will finish the year with better than 2x market share in the arena that is their core business. See the market share sentence I have bolded below: >> Siemens Eyes No. 3 Spot Margo McCall Wireless Week 12/11/00 In the race to sell wireless handsets, Finland's Nokia firmly holds the gold and U.S.-based Motorola consistently takes the silver. But with Sweden's Ericsson floundering, the bronze medal for global sales appears to be up for grabs. Siemens, the German engineering group that makes washing machines, lighting systems, airport baggage equipment and a host of other products in addition to wireless phones, thinks it can capture third place. Last year, Siemens sold 24 million phones, double the number of handsets sold the previous year. This year, Siemens expects to sell 50 million phones worldwide. Siemens is not the first handset manufacturer to covet the No. 3 spot. Japan's Panasonic also has declared its intention to become the world's third-largest maker of handsets. And in the early 1990s, the Netherlands-based Philips also tried to make inroads by branching into TDMA and CDMA from GSM, recalls Scott Searle, a wireless equipment analyst with SG Cowen. Other manufacturers such as South Korea's Samsung and Alcatel also could be well positioned to grasp third place, particularly as 2.5 and third-generation technologies come to the fore. Siemens, which plans to announce a new phone for the U.S. market early next year, is the No. 1 wireless phone maker in Germany and the third-largest handset manufacturer in Western Europe. *Currently, Nokia sells an estimated one-third of all wireless phones worldwide. Motorola holds a 15 percent global market share, while Ericsson's global market share is about 10 percent*. Because of its extensive product portfolio and expansion into a variety of standards, Samsung appears to hold the advantage over Siemens, says Bryan Prohm, a wireless equipment analyst with Dataquest. "I think Siemens is in a strong position to continue to grow their market share. But of the folks that sit on the cusp of greatness, Samsung seems to be much better positioned both from an addressable market perspective and next-generation perspective," he says. Of Siemens' array of phones - which includes the shock-resistant M35i and the recently introduced SL45 that comes with an MP3 player and voice recorder - only the stylish, high-end S40 will be available in the United States. All Siemens phones are GSM and feature browsers based on the Wireless Application Protocol. The company's drive to become the world's third-largest handset manufacturer comes as the industrial conglomerate restructures its U.S. operations in advance of its March launch on the New York Stock Exchange. Siemens' 22 businesses generated $18 billion in revenue here last year, eclipsing the $15.1 billion in revenue produced in Germany. The company plans to centralize accounting and human resources activities for U.S. operating units, which already are organized under a holding company. "The United States obviously is a very important market. We are looking to grow our business here in the U.S.," says spokesman Eric Jackson. Ericsson, meanwhile, expects its consumer products division to lose $1.6 billion this year, due to a parts shortage and heightened price competition. To restore profitability to its handset unit, the company is retooling its product line, spending more to develop high-end Web-enabled phones and moving manufacturing to Taiwan and Hungary to cut employment costs. Ericsson, which does not reveal its handset sales figures, also added three executives to oversee design, procurement and strategy for its consumer products team. Prohm says it's natural for up-and-coming companies to seize upon Ericsson's perceived weakness. "It's like one of those 'Wild Kingdom' shows where the lions drag down the wildebeest when it stumbles," he says. If Siemens is to capture the bronze, it must advance from GSM phones into GPRS and other technologies and build an identity for its brand, which virtually is unknown in the United States, Searle says. And while Siemens has a strong presence in Europe and China, the company must expand into Latin America, where CDMA and TDMA are prevalent, if it hopes to succeed at its goals. "There will certainly be a lot of vendors vying for that position. I wouldn't put it outside the realm of possibility, but they've got a lot of hard work ahead of them," Searle says. << - Eric -