16 ordspråk av Susan Kalla

Susan Kalla

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As far as technological innovation they are ahead of the Bells. Whether they can leverage the technology to put them on an even position with the Bells -- it's possible but not probable.

Many, many companies have failed, competing with or selling to the Bells.

The deal does have quite a lot yellow flags planted around it. The numbers show they paid a hefty premium, and they are not going to be able to recover it over the next two years.

We believe Bell-Cable competition will unfold like the Vietnam War, with many battles stretching over a long period of time. It will be a war of attrition, where the player with the greatest cash flow to fund its arsenal wins.

The problem is they all have the same issue: lack of spending.

They've got price competition with an older model phone.

It just seems as if RIM is headed for a high-stakes gamble with the way they're handling the license dispute.

It just seems as if R.I.M. is headed for a high-stakes gamble with the way they're handling the license dispute. The lower-risk strategy would be just to settle. We're wrestling with what investors should do with the stock given the dispute.

Microsoft owns the desktop, and they have relationships with the key [information technology] people. They tell them what they want, and then Microsoft has the resources to get it done.

Nobody wants to get their head chopped off. John Chambers doesn't know the future. There are huge penalties for saying things are getting better and then not delivering so even if he saw that things were up, he likely wouldn't say it.

It's typical when a market gets a certain critical mass, that Microsoft comes in and tries to squeeze out the niche players.

It's a positive step, but it's a baby step.

It was a chilly reception. You could tell by the questions.

The PDA market is evolving into a phone market.

Judge Roberts moved NTP and Research in Motion closer to a settlement, and that's what investors were hoping for all along. NTP thinks past and future royalties may be as much as $1 billion, but our view is they could provide a discount to get the deal done, get the cash up front, and avoid a reexamination of the patents.

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