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

To: robert b furman who wrote (9137)	3/11/2004 1:34:17 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 25522

Bob, Since your salutation was to "Don" and the subject was PE's, I thought you might have meant to address the post to me. In any event, the NSM report was great and really bolstered the market today. Times are good now and probably will be for the next few months. As has been posted elsewhere, several times now, the question is - How long will the "upcycle" last? Many think it is all over in 6 months or less and have already started pulling their money out of the market. Others think we have 1 to 2 years, or more, of steady improvement. Big "tug-of-war" going on right now. Don

To: robert b furman who wrote (9137)	3/11/2004 2:16:24 PM
From: Proud_Infidel	Respond to of 25522

2003 Mobile Phone Sales Mark Record, Gartner Says Online staff -- Electronic News, 3/11/2004 Strong replacement demand in mature markets and higher than expected growth in emerging markets delivered a record number of units sold in the mobile phone industry in 2003, Gartner reported. But not all cell phone players cashed in on the total 520 million units sold, a 20.5 percent increase from 2002 sales, the firm said. "2003 sales surpassed industry expectations with the fourth quarter presenting a challenge to many vendors as they struggled to meet supply," said Ben Wood, principal analyst at Gartner, in a statement. For one, Motorola's market share declined in 2003. Despite success late in the year, Motorola lost the leadership position in the home market in North America, even with strong sales of integrated digital enhanced network products, Gartner said. "Motorola paid a heavy price for the problems it had in delivering some products on time throughout 2003, particularly in CDMA where both LG and Nokia made gains at its expense," Wood said, adding that Motorola has started off 2004 well and its outlook for 2004 is increasingly positive. "[2003's] unprecedented demand is set to continue in 2004 with the first quarter already looking strong. We've increased our market estimate for 2004 to 580 million units," Wood added. Nokia continued to lead the worldwide mobile phone industry, and it became the market leader in North America in 2003. However, on a worldwide basis, its market share slipped by 0.4 percent. "Sustained competition and aggressive pricing from existing players, loss of share in Western Europe and an increasing number of small players, particularly in Asia/Pacific, presented challenges to Nokia," Wood said. More positive news came from Asia/Pacific companies. Samsung held a global market share of about 10 percent during 2003, pushed by its focus on higher tier products rather than the competitive, lower-tier, low-margin segment. LG, the No. 5 vendor in Q4, saw success in the Indian market and strength in North America. LG's market share climbed from 3.2 in 2002 to 5 in 2003. "The Asia/Pacific market remained strong in the fourth quarter, fully recovering from the impact of SARS earlier in the year," said Ann Liang, an analyst for Gartner, in a statement. "The vendor competition in China remained as fierce as ever as local vendors fought for market share while the market continued to surge in India."