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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: All Mtn Ski who wrote (1426)	8/21/2002 12:40:50 PM
From: w0z	Read Replies (1) \| Respond to of 1698

Hi Tom! Yes, I'm actually hoping SWKS will drop a bit lower. Strange that other RFIC's seem to be up on Radio Shack's weak business announcement. Looks like SWKS may not have been wrong in betting on GSM at Samsung! stockhouse.com Strategy Analytics: 96.7 Million Q2 Cellular Handset Shipments 8/21/02 Battle for 2002 GSM Share Ultimately Determines Market Winners BOSTON, Aug 21, 2002 /PRNewswire via COMTEX/ -- The latest Strategy Analytics wireless forecast reports that there were 96.7 million handset shipments in Q2, maintaining their estimate of 417 million shipments for the full year 2002. Presented in "Global Handset Market: Q2 2002 Handset Market Share Update," these findings indicate a quarterly stabilization in replacement rates that is expected to carry into Q3 and the holiday season. Samsung's surging GSM performance will challenge Siemens and Motorola for second GSM market share position. LG posts strong performance in the US CDMA market and grows its GSM presence. (Photo: newscom.com ) Chris Ambrosio, Director, Global Wireless Practice at Strategy Analytics, notes, "Replacement rates have steadily fallen over the past 18 months, but second quarter shipments indicate that they have stabilized, especially in Western Europe. We are optimistic that this trend will continue into the third quarter, which would be a positive way to begin the crucial holiday season." David Kerr, Vice President, Strategy Analytics Global Wireless Practice, adds, "In terms of vendor performance, Samsung's surging GSM shipments will rival Siemens and Motorola by year end. LG is a horse to watch, since they shipped as many GSM handsets in the second quarter as they did in all of 2001." Other findings included in this report are that Siemens maintains handset profitability on shipments of 8.2 million units, up 41% from Q2 2001; Motorola has leveraged its popular v60 design to build shipments in CDMA and GSM handsets; Sony Ericsson ships 5.0 million handsets, but still lacks entry- level products to carry volume growth; and ASPs decline slightly and are expected to continue a gradual decline through the end of 2002. This report, "Global Handset Market: 2Q 2002 Handset Market Share Update," is published by the Wireless Device Strategies (WDS) service of Strategy Analytics. The report provides: Q2 Global Handset Shipments (sell-in); Q2 performance metrics for the top five global handset vendors; and Q1 Global Handset Shipments (sell-in) for the top handset vendors. About Strategy Analytics Strategy Analytics, Inc., a global research and consulting firm, provides timely insights and strategic business solutions to companies operating at the convergence of information, communications and entertainment technologies. With worldwide headquarters in Newton, MA and principal offices in England, France and Germany, Strategy Analytics focuses on market opportunities and challenges in the areas of Automotive Electronics, Broadband, Telematics, Wireless Strategies and Enabling Technologies. For more information, see www.strategyanalytics.com US Contact: Chris Ambrosio, +1 617 614 0723, cambrosio@strategyanalytics.com European Contact: Neil Mawston, +44(0) 1582 405678, nmawston@strategyanalytics.com MAKE YOUR OPINION COUNT - Click Here tbutton.prnewswire.com SOURCE Strategy Analytics, Inc. Chris Ambrosio, +1-617-614-0723, or cambrosio@strategyanalytics.com, or Neil Mawston, +44(0) 1582 405678, or nmawston@strategyanalytics.com, both of Strategy Analytics /Photo: newscom.com PRN Photo Desk, 888-776-6555 or 212-782-2840 strategyanalytics.com Copyright (C) 2002 PR Newswire. All rights reserved.