Thursday, May 25, 2006

Dell'Oro Group: Mobility Infrastructure Sales Drop to Lowest Level in Six Quarters

Tekrati Research News posts about a new report from Dell'Oro Group that finds the "total mobility infrastructure equipment market contracted 15 percent on a sequential basis in the first quarter of 2006, due mostly to seasonal weakness plus sluggish CDMA sales." The research indicated that "CDMA users have stalled purchases in anticipation of the new CDMA 1X-EV-DO Revision A upgrades."

Greg Collins at Dell'Oro Group said, "As service providers upgrade their GSM networks to WCDMA, Ericsson (ERICY) is clearly gaining ground in almost every region of the world. Ericsson's share in WCDMA equipment sales outside of Japan was greater in the first quarter than its share in GSM, which indicates that it is more than simply converting existing accounts."