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

To: Eric L who wrote (17677)	1/9/2002 8:59:39 AM
From: Eric L	Respond to of 34857

re: US$7.4 billion Infastucture Sales for Q3 >> Infrastructure Sales Down In Third Quarter Of 2001 Cellular News 9th January 2002 Sales of Mobility Infrastructure equipment (GSM, TDMA, and CDMA) declined 15% Q/Q posting revenues of US$7.4 billion in 3Q01 according to a Dell'Oro Group report. Seasonal weakness, price pressures, and a softening global economy all contributed to the decline. While sales of GSM systems declined during 3Q01, over the past year GSM has extended its leadership as the most popular mobile technology. GSM systems accounted for 75% of the voice channels sold in 3Q01 up from 68% in 3Q00. Over the same time, CDMA voice channel shipments increased from 20% to 22% of total voice channels shipped channels (not accounting for 1X upgrades). When you consider potential 1X upgrades to current CDMA systems, which will increase the approximate number of voice channels per RF carrier per sector from 20 to 35, then in 3Q01, the total voice channels shipped for CDMA increased to 33% of total voice channel shipments. While we expect that sales of mobility infrastructure systems will decline 5% during 2002, we project that voice channels shipments will increase 3% compared to 2001. Market Leaders (revenue) Mobility Infrastructure (GSM, CDMA, TDMA) Total Market 3Q01 Quarterly MFG Revenue ($M) US$7,419 - 15% Vendor Rank Growth: Ericsson 1 - 21% Nokia 2 - 24% Nortel 3 - 18% Motorola 4 + 4% Lucent 5 - 9% Dell'Oro Group is a market research firm that focuses on network infrastructure, provides quarterly market data on a wide variety of technologies including Optical Transport, Ethernet Switch, Routers, Broadband, and Wireless Infrastructure. << - Eric -