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Re: Gamco post# 1666

Friday, 03/12/2010 11:58:22 AM

Friday, March 12, 2010 11:58:22 AM

Post# of 1707
Redefining Mobile Device (Handset) Unit Market Size

<< Nokia to change how they measure mobile industry unit shipments, will include Asian counterfeits >>

Gamco,

The Nokia press release on the subject (and a link to Nokia's 2009 SEC 20-F) is here ...

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=47743562

That's a rather important redefinition. and we'll have to see if 3rd parties follow suit since while some took note of the burgeoning gray market growth last year, none included it in their sell-in estimates. The fact is, that there was probably less decline in overall handset shipments (legitimate + gray market) YoY than most reported, and less '3G' share (with or without 1xRTT) than has been reported. MediaTek was a rapidly growing disruptor in this regard and their chipsets powered both legitimate and gray market handsets in both GSM and CDMA ecosystems.

MediaTek here with link to their website ...

http://en.wikipedia.org/wiki/MediaTek

- Eric -
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