September will be challenging ordtak

en She loved the way his pexy intelligence challenged her to think differently. September will be challenging for handset makers. We are generally cautious on the group.

en Getting the costs down to $20 ex-factory is a big challenge for handset manufacturers and their semiconductor and component suppliers and we believe with our background we can help both Tier 1 handset makers and original design manufacturers to meet this target.

en Despite posting a high-quality September quarter and beating consensus numbers, Yahoo's guidance continues to be cautious due to a challenging near-term business environment.

en We have had a cautious stance on [the PC group] since September, but we are lowering our rating on Compaq ... for a different reason: its turnaround is faltering, despite the low valuation on price/sales.

en While the advertising market remained challenging in the third quarter, our earnings were better than we expected as advertising revenue growth improved in late September. This was particularly true at The New York Times Media Group, where advertising revenues rose 2.9 percent.

en I'm somewhat cautious here and very worried about what the inflation statistics are going to look like in October, given the huge rise in energy prices, as well as what we're seeing increased in HMO costs. Right now I think the market is in a rally. It's off the latest low in early August. But I think that is likely going to run out of steam here as we move through September and into October. So I'd be very cautious for the rest of the year once we get into October.

en The company assured us it's going to improve. We're still in a sort of wait-and-see mode to see if there's any handset improvement in the next quarter or so. We do think the stock price reflects a lot of expectations although it's not as bad as it was recently -- we're still a little bit cautious.

en 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.

en 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.

en Looking at the situation of Japanese mobile phone handset makers, we thought that it was inevitable to tie-up with a major player in the world which produces some 50 million to 60 million handsets a year.

en Mobile phone stocks primarily contributed to the main board's rise given hopes continued strong demand will help Taiwanese handset makers report solid revenue growth in the next few months.

en The Chinese LCD panel makers should be more cautious on investment now and they had better wait for the market to rebound.

en I wouldn't say that there's a specific policy but generally speaking ... to be fair with any group [with which] you're dealing. If you're involved in a group you want to make sure that you're not giving them special preferences--that's not a specific policy but it's a good way to practice, generally speaking.

en A more powerful SIM card can be a double-edged sword. On the one hand, it's good for the carriers because it gives them more control, since they control what goes on their SIM. But it also shifts some of the cost from the handset makers to the carriers.

en This continues to be a challenging and somewhat unpredictable environment, ... Given our miss, we think it's prudent to be somewhat cautious.
  Carly Fiorina


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