After recent Nasdaq falls, Taiwan investors now are worried about the third-quarter profit performance by local technology firms. |
But they need to improve their relationship with Motorola for this product to succeed. |
By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation. |
Corporate spending is still sluggish. There has been improvement but not at rapid clip, ... Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that. |
Corporate spending is still sluggish. There has been improvement but not at rapid clip. Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that. |
Even if all global music revenue went through a mobile phone, it would barely lift the mobile market, |
I don't think anybody is surprised by this. Over the last few weeks I think its become apparent that the cellular phone industry is having a very strong quarter. |
I found that to be a little scary, a little weird, a little 'What was this guy thinking?' ... He seemed like the kind of person who would go around preaching all of this stuff that would probably frighten people. And in a fraternity, that's the last thing you want to happen. |
I think it'll be a significant cut. I think they're trying to maximize the time they have as a monopoly in order to build a customer base lead before there's competition. |
I think they will have a device and an MVNO. |
I would much rather buy Nokia on weakness than chase short-term strength, ... The market is anticipating further weakness and disaster but I don't think that's the case. |
If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom, |
If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom. |
If you're performance-sensitive, all signs point to higher prices. |
It kind of has me sketched out, |