Essentially Phone.com is like the Netscape of the Internet. |
I don't think this is a slam dunk, but I think the expectations had gotten a little out of control. Sports scores and emails are a great way to start, but don't expect this thing to be the end-all. Expect it to evolve. Realize that we are in the first inning of a nine-inning game. |
It's clearly that now is the time (to regroup) given that things are so bad. Now is the time to go about reorganizing in a way Galvin thinks is best. |
September will be challenging for handset makers. We are generally cautious on the group. |
Some people probably were looking for a little more upside on the quarter, and the fact that they're guiding for a potential downturn in the chipset business I think has some people a little bit concerned. |
The 'warring tribes' mentality isn't working for them. |
The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan. |