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


Carolina Milanesi

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Over all, their mix is improved. They are shifting more toward that mid- and high-tier model,
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People will understand that getting a piece of the cake is better than not getting any cake at all.
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We expect year over year growth in Latin America in 2006 to be in the high single digits.
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Samsung needs to do something because its share is not growing.
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We have a report on this coming out in a couple of weeks and it's pretty much the same thing across ...
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In any case, it will be higher than 800 million.
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not decreasing as much as they thought.
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The growth outlook relative to developed markets is still in tact. We believe in the consumer story ...
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The outlook continues to look good, especially growth in emerging markets.
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They need to find new applications and features that will continue to sell their more expensive phon...
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Growth will slow down going into the second and third quarter.
CAROLINA MILANESI
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Although their market share is going up, this is putting pressure on their margins and profits,
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I think it's still a hard target to get, but it looks definitively more possible now than when they ...
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