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To: Eric L who wrote (2978)4/25/2003 4:57:12 PM
From: Eric L  Read Replies (1) | Respond to of 9255
 
Ranking the Comm Equipment Manufacturers

[corrects IDCC in table I.]

I. Communications Equipment Manufacturers by TTM Revenue:
.
Through this weeks earnings ...

[Cisco & L-3 CQ1 Not In Yet]
.
CQ1 2002 4/25/03 4/25/03 M Cap
TTM TTM Market Net TTM Rank
Rev Rank Revenue Cap 000 Margin P/E Q1 2003
.
1. Nokia $32,868 $79,490 11.9% 20.6x 2
2. Motorola $26,541 $18,848 (7.0)% NM 4
3. Ericsson $20,308 $12,340 (11.6)% NM 5
4. Cisco $19,209 $102,055 16.2% 34.0x 1
5. Alcatel $18,266 $10,345 (27.9)% NM 6
6. Nortel $10,047 $9,966 (28.7)% NM 7
7. Lucent $9,704 $6,727 NM NM 8
8. L-3 Comm $4,403 $4,243 5.3% 18.6x 9
9. QUALCOMM $3,785 $25,758 13.8% 51.1x 3
Z. InterDigital $88 $1,200 2.9% 662.4x -

II. Communications Equipment Manufacturers by CY2002 Revenue:

CY 2002 2/7/03 2/7/03 M Cap
TTM TTM Market Net TTM Rank
Rev Rank Revenue Cap 000 Margin P/E CY2002
.
1. Nokia $32,488 $64,956 11.4% 32.1x 2
2. Motorola $26,679 $17,741 (9.3)% NM 4
3. Ericsson $19,792 $12,140 (8.5)% NM 5
4. Alcatel $20,725 $8,522 (26.2)% NM 7
5. Cisco $19,209 $92,843 16.2% 30.5x 1
6. Lucent $10,817 $5,916 NM NM 8
7. Nortel $10,560 $9,087 (33.9)% NM 6
8. L-3 Comm $4,011 $3,921 5.3% 18.5x 9
9. QUALCOMM $3,438 $28,590 13.4% 63.9x 3
Z. InterDigital $69 $630 (18.8)% NM -
.
III. Historical Revenue Ranking Reshuffle
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How High Market Cap Comm Equipment Manufacturers
Top Line Revenue Sales (USD) Has Changed in 3 Years
.
Actual Actual TTM C2002 End
2000 2001 2002 End Revenue
Revenue Revenue Revenue Rank*
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1. Motorola $37,580 $30,004 $26,541 2
2. Lucent $33,813 $21,294 $9,704 7
3. Nortel $30,275 $17,511 $10,047 6
4. Alcatel $29,580 $22,597 $18,266 4
5. Ericsson $29,026 $22,117 $20,308 3
6. Nokia $28,517 $27,801 $32,868 1
7. Cisco $18,928 $22,293 $19,209 5
8. Corning $7,273 $6,272 $3,071 10
X. QUALCOMM $3,197 $2,680 $3,785 9
Y. L-3 Comm $1,910 $2,347 $4,011 8
Z. InterDigital $57 $53 $69 -
.
* These are Calendar Year comparisoms for 2002
and Fisal Year comparisoms for 2000 and 2001
.
Notable Exclusions from above for lack of complete wireless data
are Siemens, Toshiba, Samsung, LGE, NEC, Fujitsu, Hitachi, et al.
.
All numbers calculated on GAAP or Reported IAS (not Pro forma)
.
Source: Multex Fundamentals / ProVestor Plus Company Reports
.
###
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- Eric -