If you push ads, you are going to irritate users. |
It's certainly going to be the case that the competitive environment gets tougher this year. |
Juniper and Cisco may have to add ... to their sales force or other distribution. |
Motorola's been on a tear ... but to sustain these market-share gains, there'd better be some very nice phones coming out later in '06. |
Motorola's been on a tear … but to sustain these market-share gains, there'd better be some very nice phones coming out later in '06. |
Motorola's been on a tear ... but to sustain these market-share gains, there'd better be some very nice phones coming out later in 2006. |
People were worried that like Lucent and maybe a little like Ericsson things were softening up for them. But it doesn't look like that. |
The best way, I would say, to play Qualcomm is to play the volatility, |
The best way, I would say, to play Qualcomm is to play the volatility. |
The bigger trends look like they're improving (at Nortel). And now you've got a guy coming in here who's got a reputation for dramatically improving the cost structure and the performance of companies, ... Motorola's a vastly more complicated entity than Nortel and he did a great job for them. |
The bigger trends look like they're improving (at Nortel). And now you've got a guy coming in here who's got a reputation for dramatically improving the cost structure and the performance of companies. Motorola's a vastly more complicated entity than Nortel and he did a great job for them. |
The business model is good, but the euphoria over CDMA got well ahead of reality, |
The likely slowdown in Korea due to the recent elimination of handset subsidies could reduce worldwide CDMA handset sales by 10 to 15 percent, |
The quarter was pretty much as expected, which is solid profitability and good cash flow. |
They did grow faster than the market at 64 percent versus 45 percent for the market, but this is a significant miss. |