Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (4254)	10/11/2006 11:27:21 AM
From: Eric L	Respond to of 9255

Sony Ericsson Mobile Communications Q3 Financial Results ... ... to be announced October 12th 2006 The financial results of Sony Ericsson Mobile Communications for the quarter ending September 30 2006 will be published on October 12th 2006, at 7:30 AM UK time/8:30 AM CET. The results will be available on Ericsson's, Sony's and Sony Ericsson Mobile Communications' web sites. A live webcast of the conference call hosted by Miles Flint, President of Sony Ericsson Mobile Communications will be available at: ericsson.com Or click here to join the webcast directly ... corporate-ir.net Schedule: October 12, 2006 (following Q3 Results) 8:00 am UK time (UK time) 9:00 am Central European time (CET) 3:00 am Eastern Time US (EST) 4:00 pm Japan time (JST) The archived webcast will be available approximately 1 hour after the completion of the conference call. - Eric - << The manufacturer shipped 19.8 million units this quarter compared to 13.8 million a year ago [and up 26% QoQ]. "The world's No. 5 handset maker ... " >> ... was number 4 in Q2 for units, revenue, and profit, passing LG, although through the end of Q2 they trailed LG by 1.9 million units sell-in CYTD. It will be interesting to see how they do against LG in Q3. Strategy Analytics CY2005 and H1 2006 Handset Sell-In and Share · CY2005 2005 ¦¦ Q1 06 Q1 06 ¦ Q2-06 Q2-06 ¦¦ H1 05 H1 05 Company Units¹ Share¹¦¦ Units¹ Share¹¦ Units Share ¦¦ Units Share ======= ===== ===== \|¦ ====== ===== ¦ ====== ===== ¦¦ ====== ===== Nokia 264.9m 32.4% ¦¦ 75.1m 33.3% ¦ 78.4m 33.3% ¦¦ 153.5m 33.3% Motorola 146.0m 17.9% ¦¦ 46.1m 20.4% ¦ 51.9m 22.1% ¦¦ 98.0m 21.3% Samsung 102.9m 12.6% ¦¦ 29.0m 12.8% ¦ 26.3m 11.2% ¦¦ 55.3m 12.0% LG 54.9m 6.7% ¦¦ 15.6m 6.9% ¦ 15.3m 6.5% ¦¦ 30.9m 6.7% SEricsson 51.1m 6.3% ¦¦ 13.3m 5.9% ¦ 15.7m 6.7% ¦¦ 29.0m 6.3% Others 197.2m 23.5% ¦¦ 46.6m 20.6% ¦ 47.7m 20.3% ¦¦ 94.3m 20.5% ------ ------ ¦¦ ------ ------ ¦ ------ ------ ¦¦ ------ ------ Total 817.0m 100.0% ¦¦ 225.7m 100.0% ¦ 235.3m 100.0% ¦¦ 461.0m 100.0% ========================================================================= -Eric -

To: slacker711 who wrote (4254)	10/16/2006 8:33:17 AM
From: slacker711	Read Replies (1) \| Respond to of 9255

We'll need to wait for the CC for more details, but Samsung's report looks fairly bullish. A total of 30.7 million handsets with ASP's increasing sequentially and an 11% operating margin. samsung.com Slacker

To: slacker711 who wrote (4254)	10/17/2006 8:15:23 AM
From: slacker711	Read Replies (2) \| Respond to of 9255

LG's results are out....looks like units are in the ballpark (16.5 million) with margins going into positive territory but ASP's slipping a bit. lge.com\|MENU^PRER\|MENU_20270_PRER\|MENU.jhtml From the handsets business only, revenue rose 5.3% to KRW 2.126 trillion (USD 2.23 billion) from KRW 2.019 trillion (USD 2.125 billion) QoQ. Operating profit recorded KRW 79 billion (USD 82 million), 3.7% of total revenue and turn-around from loss of KRW 3.0 billion (USD 3.15 million) in the previous quarter. Total shipments were 16.5 million units (10.5 million in CDMA, 5.6 million in GSM, 0.5 million in WCDMA), an 8% increase from the previous quarter of 15.3 million units and 7% increase YoY. Improved shipment in CMDA market to 10.5 million units from 9.1 million units was driven by strong performance in North America geared by Chocolate phones and Korea. Boosts in open markets drove growth in GSM area to 5.6 million units from 4.8 million units. In sales by region, rise in North America of 45% from 28 % the previous quarter was remarkable.