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 : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (75543)	3/19/2008 7:34:08 AM
From: slacker711	Respond to of 197016

Sony Ericsson sees moderating growth of mobile phone units with related effects on sales and profit in the first quarter 2008 Wednesday March 19, 2:35 am ET LONDON--(MARKET WIRE)--Mar 19, 2008 -- Sony Ericsson Mobile Communications AB ("Sony Ericsson") today announces that moderating sales growth of mobile phone units is expected to negatively impact net sales and net income before tax ("NIBT") for the first quarter of 2008. Slowing market growth of mid-to-high end phones in markets where Sony Ericsson has a strong presence is affecting sales. In addition, certain component shortages for popular mid-priced phones have contributed to modest unit sales growth in the first quarter. "As discussed during our fourth quarter 2007 Media and Analyst Call, the market is proving to be challenging. This has been more pronounced in the mid-to-high end replacement sector of the market in Europe, where Sony Ericsson has stronger than average market share," says Dick Komiyama, President of Sony Ericsson. "For the last year, Sony Ericsson has been focused on expanding the breadth of its portfolio and developing its presence in new markets to lessen its historic reliance on the European high-end sector for growth. This strategy will continue, and our objective remains to become a top three player globally by 2011. As part of this strategy, we have announced fifteen new phones and introduced a new platform to the portfolio, Windows Mobile®, this year. We expect to start seeing a positive effect from these announcements during the second half of 2008." Although final results may differ, Sony Ericsson now plans to ship approximately 22 million phones during the first quarter of 2008 with an estimated ASP (Average Selling Price) of EUR 120. This is expected to generate net sales lower than the first quarter of 2007, and NIBT is estimated to be in the range of EUR 150 - 200 million due to increased R&D expenses as a percentage of sales. The increased investments in R&D are in line with the company's strategy to meet future growth ambitions. In addition, Sony Ericsson currently expects gross margin to remain relatively stable for the first quarter of 2008 compared with the first quarter of 2007. Sony Ericsson plans to announce first quarter 2008 results on April 23rd.

To: slacker711 who wrote (75543)	3/19/2008 6:08:58 PM
From: peterk	Read Replies (1) \| Respond to of 197016

I thought India was going gsm? Are you sure these #'s are accurate.

To: slacker711 who wrote (75543)	3/24/2008 7:57:57 PM
From: slacker711	Read Replies (2) \| Respond to of 197016

Good news out of India...now we just need the government to assign spectrum. thehindubusinessline.com Russia’s Sistema opts for CDMA spectrum It would have to wait longer for GSM services -------------------------------------------------------------------------------- Awaits signal By opting for CDMA spectrum, Sistame may now be able to roll out mobile services much earlier CDMA technology may be better positioned to leverage the third generation mobile services -------------------------------------------------------------------------------- Thomas K Thomas New Delhi, March 24 In a bid to beat the huge demand for GSM (Global System for Mobile communications) spectrum, Russian conglomerate Sistema has sought bandwidth for deploying CDMA-based mobile services across the country. Sistema is one of the companies which recently got new licences for offering mobile services. The company had earlier struck a joint venture partnership with Rajiv Mehrotra-promoted Shyam Telelink for foraying into the fastest growing mobile market in the world. With as many as five new operators claiming spectrum for GSM technology, Sistema would have had to wait at least a year if it had chosen to offer GSM-based mobile services. Sistema was among the last few to get the licence and since the Government is allocating spectrum on first come first served basis it would have found itself at the back of the line for the scarce GSM spectrum. By opting for CDMA (Code Division Multiple Access) spectrum, Sistame may now be able to roll out mobile services much earlier. At present there are not too many takers for CDMA spectrum. While existing CDMA players, including Reliance Communications and Tata Teleservices, are shifting focus to rolling out GSM-based mobile services, the new licence holders are also going after GSM technology. State-owned Bharat Sanchar Nigam Ltd is the only major operator which has announced investment in the CDMA segment. Therefore, there may be spectrum in the CDMA band available for new players such as Sistema. Analysts pointed out that CDMA technology, being a data-friendly platform, may be better positioned to leverage the third generation mobile services, expected to be launched in India next year. Cheaper than GSM They also said that since CDMA mobile handsets are much cheaper than GSM ones it will make it easier for Sistema to tap the entry level market once it launches the service. Sistema has already announced $5 billion investment in setting up pan Indian mobile network. Both Shyam and Sistema have experience in rolling out CDMA-based network. While Shyam operates basic telephone services in Rajasthan using the CDMA technology, Sistema is using the technology in Eastern European countries and in Russia. Sistema’s most valuable asset Mobile TeleSystems also has CDMA-based mobile operations. The Russian company was the first foreign player to invest in the Indian telecom sector after the Government raised the foreign direct investment cap for the telecom sector from 49 per cent to 74 per cent.