Analysts, me included, had left the door wide open for Nokia to raise the revenue outlook given how the dollar has strengthened. That expectation had been built into the stock. |
I don't think it has to go mass market to be successful. |
It's going to be top-tier users. |
Maybe this is just the beginning of it. |
RIM (is) freeing themselves of all these contingent, legal liabilities and this black cloud that has been overhanging the stock. |
This is a positive industry outlook that is perhaps slightly above our 2006 estimates for infrastructure and devices. |
What Nokia did the week before last makes it slightly easier for Qualcomm to be more enforcement prone. |
What Nokia did the week before last makes it slightly easier for Qualcomm to be more enforcement-prone. |
What you have in Nokia is a company that is in the process of transitioning from a high double-digit earnings grower to becoming more of a value stock. |