Both businesses profited from very strong seasonal demand, which is typically the positive surprise factor with Philips' fourth-quarter results. |
Its two problem children - Com and SBS - remain key issues for the group as a whole, which management has to address urgently in our view in order to stop investors from losing their patience. |
The market at the moment wants to be positive on Siemens, which has massively underperformed in the last year. |