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• Nokia sucks more air out of handsets

  Posted Jul 17 2008, 05:52 AM by Douglas McIntyre
  Filed under: Apple, Nokia, Research in Motion, Motorola
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  Nokia had a stronger second quarter than most people expected. According to The Wall Street Journal, "Nokia said sales rose to €13.15 billion from €12.59 billion. Analysts expected sales of €12.86 billion."

  Just as important, Nokia's global market share rose to 40% from 39% last year and the company shipped 122 million handsets. A great deal of the improvement came due to sales of units in India and China.

  This is not exactly good news for companies like Motorola, RIM, and Apple. The US and EU are becoming modest to zero growth markets for handsets. Improving prospects in the areas where they market most of their products won't be of any help this year.   Read More...

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• Motorola not throwing in the towel yet

  Posted Jan 29 2008, 12:52 PM by Kim Peterson
  Filed under: Apple, Nokia, Motorola

  Let's be clear about one thing: Motorola is not quitting handsets. Some irresponsible bloggers are suggesting otherwise today with headlines like "Moto Knocked out of Handset Business?" The blogosphere needs to take a deep breath before spreading false rumors.

  All this because an analyst tossed around the idea in a report before dismissing it. Richard Windsor of Nomura International said his research shows that Motorola might exit the handset business and "concentrate on becoming an enterprise and government company." But Windsor goes on to say he thinks Motorola will "remain in its current form and return to some semblance of profitability after a very difficult 2008."

  The headline of the Windsor's note, Barron's notes, is "Motorola - Handsets to Stay." Motorola shares are largely unaffected by the attention today.   Read More...

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