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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (8733)	1/9/2001 2:00:33 PM
From: A.L. Reagan	Respond to of 34857

Looks from your post that MOT more guilty than TXN, when MOT guided down at that time their own h.s. sales to 80-85MM. (Now that was a laugher.) Haven't followed MOT's current estimates/actuals, which I'm sure will change again very shortly. NOK's 128MM/405MM struck me as a pretty decent #'s given tepid Q4 sales in N.A. But, whadda ya know, Mr. Market disagreed.

To: Eric L who wrote (8733)	1/9/2001 2:07:09 PM
From: Eric L	Respond to of 34857

Re: ARC GROUP's 2000 Handset Forecast (frequently cited by EMC & GSMA >> World Digital Handset Sales "1999" ARC GROUP Press Release London Jan. 19, 2000 the-arc-group.com Nokia has increased its lead of the mobile handset market in 1999 with 26.6% of total worldwide handset sales (inc. Analog), followed by Motorola with 17.4 % and Ericsson with 11.9 %, according to ARC Group’s newly released strategic report Future Mobile Handset - Worldwide Technology and Market Developments 1999-2005. ARC Group reports that total handset sales worldwide amounted to 275 Million units in 1999. GSM and CDMA were the best selling digital technologies with 156 and 39 Million units sold respectively. Nokia took the top spot in GSM technology with 46 Million handsets sold while Samsung led CDMA sales with 9 Million. World Digital Handset Sales "1999" (Units Millions) MarketShare Nokia 66.2 M 26.2 % Motorola 7.9 M 15.0 % Ericsson 32.1 M 12.7 % Panasonic/ Matsushita 16.4 M 6.5 % Others 100.4 M 39.7% Total 253 M 100 % ARC Group forecasts sales of 410 Million handsets in 2000 with sales growing the fastest in Asia and Europe. " The introduction of 2.5G technologies in 2000 and 3G in 2001 will be a major turning point for the mobile handset market and it will undoubtly redraw the mobile handset industry landscape" states Eric Cariou, consultant manager at ARC group. " The arrival of GPRS/WAP handsets and the introduction of Bluetooth will be instrumental in triggering further explosive growth of the wireless internet, mirroring the astonishing success of i-Mode in Japan". "The handset will rapidly become the single most important and valued personal item people have, negating the risk of seeing mobile handsets become very low cost commodity products, at least in the short to medium term". << - Eric -