A lot (of people) bought Nokia shares in anticipation of a stronger-than-expected report. Likewise, many took negative positions in Ericsson in anticipation [of a weak report]. |
A reacceleration appears underway as the world No. 1 takes advantage of additional 3G project and breakthroughs in managed services. |
Both Nokia and Ericsson are constantly looking at small, bolt-on acquisitions and most companies that are in good shape do that. |
Following the nadir in the third quarter, the infrastructure arm appears to have turned the corner in terms of both sales growth and returns. |
I think demand is very strong and I think Nokia will have a strong delivery performance in the quarter. |
Investors should look to the wireless companies for the first signs of recovery. |
It's not difficult to sell lots of cheap handsets. Their general problem is that competition is building and they are no longer alone in this market, which means they have to invest more, so the downside is greater. |
It's really a matter of reallocating its resources to growth areas, such as DVD players and mobile phones, and away from old-line sectors, |
It's really a matter of reallocating its resources to growth areas, such as DVD players and mobile phones, and away from old-line sectors. |
It's really a mixed picture, |
That is exceedingly unlikely to happen. |
The key question for investors now is whether they think Nokia's mobile margins are sustainable or not, ... I don't think they are, because this is a commodity-like market in the long term, and Nokia will face much stiffer competition. |
The key question for investors now is whether they think Nokia's mobile margins are sustainable or not. I don't think they are, because this is a commodity-like market in the long term, and Nokia will face much stiffer competition. |
The likelihood of stumbling is much higher if [like Nokia] you have 80 or 85 percent of earnings coming from handsets rather than 5 percent in the case of Ericsson in the fourth quarter, |
The likelihood of stumbling is much higher if [like Nokia] you have 80 or 85 percent of earnings coming from handsets rather than 5 percent in the case of Ericsson in the fourth quarter. |