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Marc Cabi Quotes
«We believe the new company should be a core portfolio holding for investors seeking participation in the proliferation of the mobile Internet.»
«For the past five months, the company has been working on the profitability of the phone business rather than just sheer market share. We think Motorola can achieve those double-digit operating margins.»
«We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season.»
«We believe the slow market conditions and maturity of this market can continue to limit upside and put pressure on high-end estimates.»
«They are one or two years behind Ericsson and Nokia in terms of getting aggressive with digital handsets.»
«We expect a potentially heavy impact on Qualcomm, especially for second-quarter results. We estimate that Qualcomm would have derived more than 25 percent of its revenue from Korea this year. We remain cautious on Qualcomm shares.»
«During our visit with companies in Korea, each company acknowledged that June revenues for handsets dropped drastically, although they did not agree with the degree to which it dropped.»
«We expect a potentially heavy impact on Qualcomm, especially for second quarter results. We estimate that Qualcomm would have derived more than 25 percent of its revenue from Korea this year. We remain cautious on Qualcomm shares.»
«We believe the announcement shows further evidence that Motorola's General Instrument acquisition is paying dividends. We have confidence that the company can deliver 20 percent growth in the segment through 2001.»
«The company clearly benefited from the sale of the handset and infrastructure businesses in 1999. The remaining segments offer much better profitability.»