Global Wireless OEM Financial Results Q2 2008 - "Under the Radar" Research Series

Table of Contents

• MARKET RESEARCH BRIEF
• Background
• Second Quarter 2008 Financials
• Alcatel-Lucent
• Ericsson
• Huawei Technologies
• Motorola
• Nokia Siemens Networks
• Nortel Networks
• ZTE
• Bottom Line Analysis

EXHIBITS

• Exhibit 1: Second Quarter 2008 OEM Wireless Only Revenues (Millions of Dollars)
• Exhibit 2: Second Quarter 2008 vs. 2007 Wireless Only Revenues (Millions of Dollars)
• Exhibit 3: OEM Wireless Only Revenues. Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 4: Second Quarter 2008 vs. 2007 Wireless Only Revenues by OEM (Millions of Dollars)
• Exhibit 5: OEM Wireless Only Revenue Market Share, Q2 08
• Exhibit 6: First Half 2008 OEM Wireless Only Revenues (Millions of Dollars)
• Exhibit 7: Alcatel-Lucent Wireless Revenues Q2 07 - Q2 08 (Millions of Euros/Dollars)
• Exhibit 8: Ericsson Network Revenues Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 9: Ericsson Network Revenues Q2 07 - Q2 08 (SEK Million)
• Exhibit 10: Ericsson Network Revenues by Geography Q2 08 (Millions of Dollars)
• Exhibit 11: Motorola Wireless Infrastructure Revenues Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 12: Nokia Siemens Networks Revenues Q2 07 - Q2 08 (Millions of EUR/Dollars)
• Exhibit 13: Nokia Siemens Networks Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 14: Nokia Siemens Networks Revenues by Geography Q2 08 (Millions of Dollars)
• Exhibit 15: Nortel Networks Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 16: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 17: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 08 (Millions of Dollars)
• Exhibit 18: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of RMB)
• Exhibit 19: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
• Exhibit 20: USD vs. EUR Currency Conversion Rates, Jan-Jul
• Exhibit 21: Second Quarter 2008 OEM Wireless Only Revenues, in Constant Currency (Millions)
• Exhibit 22: First Half 2008 OEM Wireless Only Revenues, in Constant Currency (Millions)