I like it. I like it a lot,
People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies.
SBC is resetting the dial and is probably going back to flat sales growth. Why should I invest in something that's not that exciting of a story?
SBC is resetting the dial and is probably going back to flat sales growth, ... Why should I invest in something that's not that exciting of a story?
Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.
Qualcomm is sitting pretty, ... It has the best technology in a growing industry and handsets are taking off like crazy.
Motorola doesn't blindly go after unit volume market share like Nokia, rather they focus on revenue market share, which we believe is more important.
Considerably smaller in scale and now without VOOM, it will be hard for the company to compete with the larger gorillas and their economies of scale, which becomes more important as the cable industry matures.
Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.
I think they are looking for a buyer. Going public is something in their back pocket.
