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To: Eric L who wrote (1901)	1/9/2002 1:28:51 PM
From: elmatador	Respond to of 9255

If SUn wasn't enough... Now they are ganging up on MSFT

To: Eric L who wrote (1901)	1/10/2002 1:20:00 PM
From: Eric L	Respond to of 9255

re: Yankee Group On Europe Handset Sales * Sales of 150 million handsets in western Europe in 2002, rising at a CAGR of 7% to reach 196 million in 2006. * Average annual replacement rates of 55% in 2006 from the current 37%, with replacement handsets making up 99% of unit sales. * Steady migration toward 3G, with W-CDMA accounting for 58% of all handsets sold in 2006, taking the total 3G installed base to over 150 million, 42% of total users. >> Handset Replacement Rates To Rise In Europe It will be a disappointing year for the cellular handset industry according to the Yankee Group. Saturating markets, infrastructure delays, and other external events during 2001 have all conspired to abruptly turn booming sales into the first ever year of market contraction. But in a new Report, the Yankee Group concludes that the market is in a transitory period, with GPRS already beginning to gain traction and the labors of 3G development still to bear fruit. "With European markets on the verge of complete saturation, the halcyon days of double-digit growth are indeed past," concedes Farid Yunus, senior analyst in the Yankee Group's Wireless/Mobile Europe research and consulting practice. "But GPRS handsets and color interfaces will prove major factors in stimulating renewed demand in 2002." The Report also asserts that the maintenance of handset subsidies for next-generation terminals, along with a fragmentation of form factors and functions, will lead to a degree of multiple handset ownership and more rapid replacement cycles. These industry and behavioral changes will result in: * Sales of 150 million handsets in western Europe in 2002, rising at a CAGR of 7% to reach 196 million in 2006. * Average annual replacement rates of 55% in 2006 from the current 37%, with replacement handsets making up 99% of unit sales. * Steady migration toward 3G, with W-CDMA accounting for 58% of all handsets sold in 2006, taking the total 3G installed base to over 150 million, 42% of total users. << - Eric -