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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (48875)	11/19/2001 10:24:01 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Thucydidies, re: Nokia and the Handset Game My Project Hunt Report remains in progress. I know, I know, you've been hearing that for sometime. I hope to finalize it shortly after Nokia conducts its "Capital Market Days" at the end of November. I have held off publishing the report until then because Nokia has promised to provide detail on an important e-business work in progress called "Club Nokia" at that event, and detail their plans for 1xRTT handsets. Two important events happened today in the world of handsets. 1. Gartner Dataquest published 3rd quarter results today for the largest the largest consumer electronics market in the world (both in terms of units sold and total value) - the wireless handset market. Nokia remains King of that royalty market (and respectably profitable in this tech downdraft) with properly 2x the market share of their next nearest competitor, but they have some formidable competition shaping up. 2. Nokia released 3 new handsets today to supplement a product line that is nearing the end of it's product cycle. Two are packet data enabled and also handle high speed circuit switched data, and one is an absolute knockout. It is their 2nd Symbian, Java, release. Concurrently they released 3 Bluetooth accessories to complement their 4 GPRS HSCSD handsets. I just finished spreading the Gartner Report numbers, combined it with some historical market share data from Gartner and Shosteck Associates, and did a little number crunching. The results are here in the event anyone is interested: Message 16682131 Speaking of Project hunt Reports -- I'd like to see some new ones forthcoming, or some updates to prior ones. Best, - Eric -