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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (302)	11/5/2003 12:30:35 PM
From: Eric L	Read Replies (1) \| Respond to of 2955

CQ3 2003 Handset Shipments << Did you notice that Cisco and Qualcomm both report today? >> These numbers set a very positive stage for Qualcomm Earnings * 130.1 million units (v. 131.9 million per Strategy Analytics). IDC Q3 2003 QView Highlights: biz.yahoo.com * Worldwide mobile phone shipments grew by 21.2% year-over-year in 3Q03 and increased sequentially by 14.0% to 130.1 million units. * Nokia -- Nokia maintained its number 1 spot this quarter with a sequential increase of 11.2% and continued to strengthen its presence in the U.S. and global CDMA markets. However, due to the increasing market size, Nokia's market share decreased by just under a percent to 35.0%. * Motorola -- After experiencing a drop of over 5% in shipments in 2Q03, Motorola posted a 27.8% sequential increase in shipments, bringing its market share up 1.7% to 15.5% of the market and distancing itself slightly from Samsung. * Samsung -- Continuing on its success from the previous quarter, Samsung increased its market share from 10.5% in 2Q03 to 11.5% in 3Q03 with an increase of 3 million shipments to a total of 15 million mobile phones. Samsung attributes its increase to strong demand for its high-end handsets with color screens, cameras and camcorder functions. * Siemens -- Siemens' shipments grew 39.5% sequentially in 3Q03, easily solidifying itself as the number 4 vendor worldwide. * LG Electronics -- Rising sharply on the strength of its CDMA and GSM shipments overseas, LGE re-entered IDC's top 5 list as it boosted its market share to 5.8%, just beating out Sony Ericsson at 5.5%. IDC 3Q 2003 Worldwide Mobile Phone Shipments & Market Share · Rank Vendor 2Q 2003 2Q 2003 Shipments Market Share · 1. Nokia 45,500,000 35.0% 2. Motorola 20,200,000 15.5% 3. Samsung 15,000,000 11.5% 4 Siemens 11,300,000 8.7% 5. LG Electronics 7,600,000 5.8% Other 30,500,000 23.4% =========== Total 130,100,000 · Notes: Vendor shipments are branded shipments and exclude OEM sales for all vendors. · IDC H1 2003 Worldwide Handset Shipments and Market Share · Vendor 1Q 03 1Q 03 2Q 03 2Q 03 H1 03 H1 03 Units Market Units Market Units Market Share Share Share · 1. Nokia 38.150m 35.5% 40.906m 34.6% 79.057m 35.0% 2. Motorola 16.700m 15.5% 15.800m 13.4% 32.500m 14.4% 3. Samsung 13.200m 12.3% 12.000m 10.1% 25.200m 11.2% 4. Siemens 8.000m 7.4% 8.100m 6.8% 16.100m 7.1% 5. SEricsson 5.379m 5.0% 6.700m 5.7% 12.079m 5.3% 6. LGE 5.620m 5.2% 5.300m 4.5% 10.920m 4.8% Other 20.536m 19.1% 29.514m 24.9% 50.050m 22.2% ======== ====== ======== ====== ======== ====== Total 107.586m 100.0% 1l8.320m 100.0% 225.907m 100.00% IDC H1 2003 Worldwide Handset Shipments and Market Share · Vendor 1Q 03 2Q 03 3Q 03 2003 CYTD CYTD Units Units Units Units Market Share · 1. Nokia 38.150m 40.906m 45.5m 124.556m 35.0% 2. Motorola 16.700m 15.800m 20.2m 52.700m 14.8% 3. Samsung 13.200m 12.000m 15.0m 40.300m 11.3% 4. Siemens 8.000m 8.100m 11.3m 27.400m 7.7% 5. SEricsson 5.379m 6.700m 7.1m 19.179m 5.4% 6. LGE 5.620m 5.300m 7.6m 18.520m 5.2% Other 20.536m 29.514m 23.4m 73.450m 20.6% ======== ======== ====== ======== ====== Total 107.586m 1l8.320m 130.1m 356.105m 100.0% · Strategy Analytics Sell-In v. IDC Handset Shipments · Q1 03 Q2 03 Q3 03 2003 YTD Strategy Analytics 109.1m 110.9m 131.9m 351.9m IDC 107.6m 118.3m 130.1m 356.1m · * Strategy Analytics projects that production volume for handsets is set to reach 492m units this year, up 15% on last year's figure of 429m phones. · * Strategy Analytics expects mobile phone sales to rise by 9% to 536 million units in 2004 compared to 2003. · Strategy Analytics Quarterly Handset Sell-In Market Share · Q1 03 02 03 Q3 03 · Nokia 35.0% 37.0% 34.5% Motorola 15.4% 14.2% 15.3% Samsung 12.1% 10.8% 11.4% Siemens 7.4% 7.3% 8.7% Sony Ericsson 5.0% 6.0% 5.4% LGE 5.2% 4.8% 5.8% Other 19.9% 19.9% 18.9% - eric@gowiththeltb+hmo.org -

To: Uncle Frank who wrote (302)	11/5/2003 12:39:41 PM
From: John Carragher	Read Replies (1) \| Respond to of 2955

yes, waiting on both.. I was also waiting on ntap yesterday to report.. awful to get old... Guess i will wait a little longer for ntap.

To: Uncle Frank who wrote (302)	11/5/2003 7:28:08 PM
From: Eric L	Read Replies (1) \| Respond to of 2955

The Crisco Kid is back ... ... and the after hours crowd is digging it (+1.22 AH). Mo' Mo. >> Cisco Profit Up on Improved Business Spending San Francisco Reuters November 05, 2003 Cisco Systems Inc. (CSCO), the world's largest maker of equipment that directs Internet traffic, on Wednesday posted higher-than-expected sales and a quarterly profit that topped the most optimistic estimates as corporate spending on technology improved. Cisco's chief financial officer said current-quarter revenues are also expected to rise, and its shares jumped 5 percent in after-hours trade following the results. The strong results, taken together with quarter-on-quarter sales gains at other telecommunications equipment vendors such as Lucent Technologies Inc. (LU) and Nortel (NT), point to a recovery for the beleaguered sector, said Barry Jaruzelski, lead partner in Booz Allen Hamilton's electronics practice. "This is the most compelling proof-point that this quarter represents the turning point for telecommunications and data communications infrastructure," Jaruzelski said. Cisco, based in San Jose, California, said net income rose to $1.1 billion, or 15 cents a share, in its fiscal first quarter ended Oct. 25, from $618 million, or 8 cents a share, a year earlier. Excluding one-time items it earned $1.2 billion, or 17 cents a share. On that basis, analysts were expecting Cisco to post a first-quarter profit before one-time items of 15 cents a share on average, within a range of 14 cents to 16 cents, on sales of $4.85 billion, according to Reuters Research, a unit of Reuters Group Plc. Sales rose a better-than-expected 5.3 percent to $5.10 billion from $4.85 billion a year earlier. Sales in the previous quarter were $4.7 billion. Cisco Chief Financial Officer Dennis Powell told analysts on a conference call that revenue in the current fiscal second quarter would rise 1 percent to 3 percent from the recently completed period, and would be about 10 percent above the year-earlier period. Analysts on average were expecting second-quarter sales of $5.04 billion, within a range of $4.85 billion to $5.23 billion. The rise that Powell projected would put second-quarter revenues in the range of $5.15 billion to $5.25 billion. "Clearly, the revenue (in the first quarter) was very strong," said Erik Suppiger, an analyst with Pacific Growth Equities, who does not own Cisco shares and whose firm does not provide investment banking services to the network gear maker. "They kind of suggested a very broad uptick." Investors tend to see Cisco as a benchmark for broad trends in corporate and government investment in technology and communications equipment. Cisco shares rose in after-hours trade to $22.93. The stock had closed at $21.80 in regular trade on Nasdaq, up 22 cents or 1 percent. "We saw strength across our core switching and routing businesses, as well as traction in our advanced technologies," Chief Executive John Chambers said in a statement. "The service provider and public sector segments in particular continue to be solid markets for our products." << - Eric -