15 ordspråk av Ed Snyder

Ed Snyder

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It's doubtful this will have any impact in the foreseeable future on Qualcomm's finances. If it has a financial impact, that will be several quarters out.

Motorola is going to have to screw up for Nokia to catch them in the U.S..

The Street will ask them where they see efficiencies. One is less capital spending....

A lot of enterprise stuff will probably be up on the chopping block because they tend to be weak in that area.

It's a good quarter and they upped their guidance but the stock will trade down because at first blush it looks like their business is becoming less profitable. Guidance for earnings did not increase as fast as revenue.

STRONG SUITE.

I don't think Motorola will prevail,

I think everybody is looking forward, not back,

Uncertainly always pressures valuations,

Nobody wants to pay royalties. They (the companies that have complained) have tried to go through several different avenues to get the courts to help them out when they couldn't negotiate lower royalty payments. This is just the latest salvo.

If this phone is easy to use, at this price I think it will fly off the shelves.

Virgin is trying to start a bidding war by rejecting the offer on the premise that the price isn't right rather than saying the company is not for sale.

I was here last year, and this was the best barbecue I ever had. I had high expectations this year, and I wasn't disappointed.

I think Nokia is another great buy at this point, ... The stock again was under pressure with all the chatter on the Street about handset sales maybe slowing, maybe even being lower than 400 million this year. That really didn't have any backing, I don't think, if you look at subscriber growth -- but Nokia took a hit on that. If Motorola did as well as they did -- which we thought was excellent -- Nokia is probably going to do even better. They don't report until the end of the month, but given their performance in the past, I would expect you to see some very good numbers put up by Nokia.

Think about the implications of this. Mike would not be able to go to anybody in the telecoms space if Motorola sticks to this ... There will probably be some sort of agreement struck.

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