19 ordspråk av Tim Luke
Tim Luke
 AMD again delivered impressive 4Q results sharply above even high-end whispered [earnings per share] expectations with broad share gains bringing strong margin leverage. While we aim to monitor potentially heightened pressures from powerful rival Intel, we believe AMD's momentum may continue thru at least the next two to three quarters. |
| Emerging market growth is once again the primary driver. |
| I think there will clearly be some potential impact on the September quarter from the handset subsidy ban in Korea, ... However, we think that the long-term story for Qualcomm remains very strong. |
| I think there will clearly be some potential impact on the September quarter from the handset subsidy ban in Korea. However, we think that the long-term story for Qualcomm remains very strong. |
| It's a positive deal for Cisco because they're gaining a premiere player in the high-speed access market, |
| It's strategically important because it shows that they're acquiring a leader, and it helps establish them in that market. |
| Ongoing challenges are likely to continue to put near-term pressure on the shares, but our confidence in the outlook for the mobile infrastructure business leads us to rate the shares an 'outperform,' ... However, with 3G sales likely not to add materially to revenues until 2002, we are lowering our expectations in the infrastructure business. |
| Post close [Wednesday], wireless-value play Motorola delivered results broadly in line with expectations. Given a relatively low level of investor expectations, shares may trade positively. |
| Significantly stronger competition is emerging. The second-tier player is gaining traction. |
| the surprising sustainability of 30 percent-plus growth over the next 10 years. |
| Their revenue growth was very strong. |
| These results add to a long list of negative data points in wireless that have emerged in recent days, further confirming widespread softness in wireless. |
| We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division, ... These options could include the sale of the division if some improvement is not seen in the next few quarters. |
| We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division. These options could include the sale of the division if some improvement is not seen in the next few quarters. |
| We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group. |
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varav 1407627 på engelska
Gezegde (1469515 st) Zoek
Categoriën (2627 st) Zoek
Auteurs (167535 st) Zoek
Afbeeldingen (4592 st)
Geboren (10495 st)
Gestorven (3317 st)
Datums (9517 st)
Landen (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Gastenboek
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