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Technology Stocks : Samsung and Wireless -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (141)	4/18/2003 12:09:12 AM
From: Eric L	Respond to of 374

Market Share exercise: Nokia saw 98 million units shipped which would shake out market share this way: Nokia 38.0 million units 38.8% Motorola 16.7 million units 17.0% Samsung 13.2 million units 13.5% Siemens Sony Ericsson LGE 5.6 million units 5.7% I'm guessing that when all the dust settles that Gartner will report ~103 million units (at least) for the quarter which would shake out market share this way: Nokia 38.0 million units 36.9% Motorola 16.7 million units 16.2% Samsung 13.2 million units 12.8% Siemens Sony Ericsson LGE 5.6 million units 5.4% No matter how it shakes out it was a fine quarter for Samsung on the handset side and MOT is catching pressure from above and below. The ASP difference between Export and Korea ($177 USD and $319 USD) is amazing to me. I found there estimate of industry wide sales of Color 40% and camera 10% interesting. probably a pretty good estimate for this year. - Eric -