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To: shane forbes who wrote (4489)10/1/1998 1:41:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 6565
 
Shane - I guess it's a matter of semantics, but I would agree with you if he had said "Ericsson is not losing market share". Thus, if the market shares are:

1) Company A: yr 1 - 25% share, yr 2 - 35% share
2) Company B: yr 1 - 30% share, yr 2 - 31% share

I would say that although company B is not losing overall market share, they are [almost certainly] losing market share to company A (a bunch of company B customers switched to A, which BTW, is almost certainly happening for Nokia vs. Ericsson). They are just gaining enough from other companies to offset it. But it is a matter of definitions, and we aren't likely to resolve it with a dictionary and does it really matter?<g> Regardless of the definition, I still contend that the comment by the analyst was, at best, misleading. Of course, this is all JMO.

Clark

PS It wouldn't surprise me if Ericsson did actually lose total market share since they only grew handset sales at 20%, and I suspect the overall handset market grew faster than that. However I haven't seen any reliable numbers for handset sales alone.