Carolina Milanesi Quotations

Year on year sales grew in all regions as replacement sales in mature markets such as Western Europe and North America continued to drive growth while users in emerging markets joined mobile networks and acquired their first mobile device.

We expect year over year growth in Latin America in 2006 to be in the high single digits.

We have a report on this coming out in a couple of weeks and it's pretty much the same thing across the world.

People will understand that getting a piece of the cake is better than not getting any cake at all.

Based on preliminary data for the first two months we expect to see a similar trend as in the first quarter of 2005 with a drop over the previous quarter in the region of five to eight percent.

Growth will slow down going into the second and third quarter.

I think it's still a hard target to get, but it looks definitively more possible now than when they were talking about it a year ago.

Over all, their mix is improved. They are shifting more toward that mid- and high-tier model,

We will see more of the same in 2006...smaller vendors will be faced with an option to exit the market or partner with someone.

Samsung needs to do something because its share is not growing.

As competition continues to drive price pressure at the low end and a design and technology 'arms race' at the high end, the survival of the fittest depends more and more on economies of scales, or very carefully cut out niche markets.

Although their market share is going up, this is putting pressure on their margins and profits,

A lot of the growth we're seeing in 2006 and beyond will come from emerging markets.

They need to find new applications and features that will continue to sell their more expensive phones in Western Europe and North America.

It's the mixture of products with more basic phones being sold in emerging markets and that's gonna shift your ASP.

Nokia has proven that there is a sizeable market of consumers in Europe, North America and Japan who are looking to replace their phones with a more powerful device that can do instant messaging, photography, music.

In any case, it will be higher than 800 million.

All the regions recorded growth this quarter, apart from Japan that saw a small decline in demand compared to the second quarter in 2004.