Texas Instruments reaffirmed that some of the fears in the marketplace were unfounded. |
That's what's driving them to take advantage and get as many subscribers now before Sprint becomes a real competitor. |
The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units. |
The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it. |
They have to take a more proactive role in developing the (over-the-air) market. |
They have to take a more proactive role in developing the [over-the-air] market. |
They just skipped over that technology. |
They're doing great, but they have to because the voice business and handset subsidization market is terrible. |
They're doing great, but they have to because the voice business and handset subsidization market is terrible. |
They've got about six months before they won't have the monopoly position on EV-DO, |
This is the first time that all of the major cell phone players are strong, ... Nokia has always been able to point to one of its top competitors as being hobbled or crippled but that's not true right now. |
Those hoping for the price of digital songs to rise toward the prices paid for ring tones are out of luck. Some hoped it could rise from 99 cents, $1, to the $2, $3 or $4 paid for ring tones. That's not going to happen. |
We view this as a win-win situation. |
Were it not for data services, most carriers would be reporting negative ARPU. |
What's hot in cell phones last year isn't going to be hot this year. Nokia and Motorola are on the rise because they have product cachet now. |