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

To: niceguy767 who wrote (33305)6/3/2013 3:09:23 PM
From: pyslent1 Recommendation  Respond to of 34857
 
"With NOK just getting serious about ramping up in Q2, I'm guessing NOK will double units sold in US in Q2 if not surpass the 1 million mark."

Agree here-- my most optimistic WAG is for NA shipments to be about a million (combination of 928, 521, and 925 channel fill).

"PS. Difficult to reconcile units sold to the posted share numbers."

Agreed. Although the discrepancy I noted is Nokia's units shipped vs. (an estimate of) total WP units sold through share. Lots of potential for error here, which is why I am reluctant to believe Kantar wholeheartedly.



To: niceguy767 who wrote (33305)6/4/2013 1:13:55 AM
From: FJB  Read Replies (2) | Respond to of 34857
 
Calendar Q4 2012, the peak quarter for US smartphone sales, was 18 million units, not 20 million. Apple's global iPhone sales declined 22% in calendar Q1, so this these market share increases for Nokia are the tip of the iceberg. Q2 might have them closer to 10% in US share.


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