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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (956)	5/22/2002 1:31:59 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Global cell phone sales flatline By Reuters May 22, 2002, 5:15 AM PT Global mobile phones sales dipped in the first quarter of the year, while South Korea's Samsung remained the fastest-growing mobile phone maker, research group Gartner Dataquest said Wednesday. Overall sales to consumers declined by 3.8 percent to 93.76 million mobile phones in the first three months, as cell phone makers and wireless operators had difficulty in producing new designs and applications to excite consumers. The figures stand in stark contrast to the 60 percent average growth rate between 1996 and 2000. Market leader Nokia saw its market share almost flat at 34.7 percent year on year but fell against the fourth quarter, as rivals increasingly shipped more popular models, such as color-screen and clamshell phones to consumers. "Nokia is going for profits over market share, but there's pressure from rivals like Samsung," Dataquest senior analyst Ben Wood said. The big surprise was Samsung Electronics, which overtook Germany's Siemens as the world's third-largest mobile phone maker, as its market share rose to 9.6 percent from 6.2 percent in the same quarter last year. Last year Samsung emerged against the odds as the world's fastest-growing mobile phone maker. "The message is Samsung. They're consistent in providing good products, and they're strong in every region as they support multiple technologies," Wood said. Motorola from the United States, recovered from a fourth-quarter dip, to defended its No. 2 slot with a first-quarter market share of 15.5 percent, versus 13.6 percent in the first quarter of last year. But the fight for the third, fourth and fifth places continued, with three players not far apart. Siemens fell to fourth position but its market share rose to 8.8 percent against 6.8 percent in the same period last year, as the company benefited from its strong European GSM (Global System for Mobile Communications) position. Siemens targets both ends of the market with expensive and cheap models. Sony Ericsson was the world's fifth mobile phone maker with a 6.4 percent market share. But Sony Ericsson, featuring for the first time as the combined handset company of Japan's Sony and Sweden's Ericsson, has ambitions of becoming the world's leading handset maker. Overall sales decline Overall sales were hurt by saturated markets in Europe, the removal of subsidies by telecom operators and weak global economies, Wood said. "The weakness in Western Europe and Latin America had a major effect," he added. Demand for phones powered with so-called General Packet Radio Service-- seen as a stepping-stone to third-generation services--was improving, but failure to get consumers to actually use the data-services offered was hurting the market. Network operators failed to convince consumers of the benefits of this new network, which offers slightly faster access to mobile Internet services, Dataquest said. The research firm also said that saturated European mobile phone markets meant that growth would be challenging for handset makers. Nokia's goal of grabbing 40 percent of the market now looks even more unlikely, especially given the lack of growth in the whole sector and the emergence of more competitive rivals.

To: Gottfried who wrote (956)	5/24/2002 10:47:06 PM
From: Paul V.	Read Replies (1) \| Respond to of 25522

Gottfried, for those threaders who what to compare just the BTB for AMAT going back to Jan. '91 with the Yahoo monthly historical price find the following spread sheet. Gottfried, Is there a place to get the Orders, shipments back to '91? Paul YEARS MTH 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 JAN 1.23 1.09 1.12 1.17 1.32 1.28 1.08 0.93 1.12 1.39 0.8 0.81 FEB 1.12 1.2 1.15 1.13 1.41 1.36 1.07 0.9 1.22 1.44 0.71 0.9 MAR 0.91 1.13 1.12 1.07 1.3 1.15 1.15 0.82 1.33 1.46 0.59 1.05 APR 0.92 1.02 1.18 1.05 1.23 1 1.1 0.78 1.28 1.36 0.44 1.2 MAY 0.93 0.93 1.2 1.02 1.11 0.87 1.09 0.81 1.24 1.29 0.49 0.87 JUN 0.96 0.9 1.22 1.16 1.18 0.87 1.07 0.74 1.21 1.27 0.54 JLY 0.93 0.92 1.19 1.2 1.08 0.76 1.12 0.65 1.11 1.22 0.65 AUG 0.92 0.94 1.14 1.21 1.05 0.71 1.1 0.57 1.09 1.23 0.62 SEPT 0.94 0.98 1.02 1.03 1.02 0.7 1.09 0.57 1.07 1.17 0.64 OCT 1.01 1.01 1.03 1.12 1.07 0.78 1.05 0.75 1.09 1.16 0.72 NOV 0.96 1.03 1.05 1.19 1.06 0.9 1.02 0.84 1.11 1.12 0.72 DEC 0.98 1.08 1.19 1.29 1.15 1.01 0.99 0.96 1.19 0.99 0.77