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To: Pam who wrote (26773)	10/13/2004 3:18:39 PM
From: Cooters	Respond to of 60323

5)Unit shipments for cell phones is 650mm/year much bigger than DSC which had 45mm units last year and are expected to be 65mm this year! The initial card size requirement is going to be small but will accelerate fast and remember the old cards cannot be used in cell phones as they are all RS formats! 650mm/year and ramping. 12:08pm 10/13/04 UBS ups Motorola, Nokia price targets By Tomi Kilgore NEW YORK (CBS.MW) -- UBS analyst Jeffrey Schlesinger raised his stock price targets for Motorola (MOT) and Nokia (NOK) to reflect the upward revision to his global mobile handset volume forecast. He bumped up Motorola's target to $22 from $20 and Nokia's target to $15.5 from $14.20. Schlesinger also lifted 2004 and 2005 revenue and profit estimates for Motorola's PCS division, saying the company was "well positioned to achieve improving financial results in its handset business due to an improving product portfolio. He left his earnings forecast for Nokia unchanged, as lower average selling prices have offset higher unit volumes. Motorola shares rose 1.1 percent to $18.57 and Nokia advanced 1.6 percent to $14.07. Schlesinger raised his 2004 handset volume forecast to 640 million units from 627 million units and his 2005 estimate to 694 million units from 658 million, citing stronger replacement demand in Western Europe and in emerging markets. He initiated a 2006 estimate of 769 million and a 2007 forecast of 834 million.