Looking at the results leads me to say that the probability for cell phone unit sales to continue surprising experts for a third consecutive year remains very high. |
Many handset manufacturers bet against it, notably Samsung and LG. Now, many of the U.S.-based and European wireless carriers are behind it. They're building hybrid networks, using 3G networks in urban areas and using Edge in rural areas. |
MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can, |
MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can. |
Motorola has to care less what the carriers want, because the carriers essentially want [manufacturers] to have no margins. |
Motorola would have to give up 20 percent of their entire company to do it. I can't see that happening. |
Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come, ... Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better. |
Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come. Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better. |
People are having a hard time squaring the current quarter, which was pretty good, with their guidance. |
People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent]. |
Right now the industry is all about data traffic. |
Some of the basics of the technology may be similar, but the way it's been implemented is different. And these differences impact the actual user experience. FLO was designed especially to deliver mobile TV, while DVB-H is a standard based on older broadcast TV technology. |
Some sectors, such as foundry, microchip packaging and components for LCD televisions that have better demand outlooks were still the market's leaders. |
Sprint needs to focus on getting enterprise customers. |
Technology has finally improved enough that [operators] can finally offer new services without those new services feeling like a novelty that isn't really ready for most consumers. |