45 ordspråk av Albert Lin

Albert Lin

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MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can,

Corporate spending is still sluggish. There has been improvement but not at rapid clip, ... Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that.

They've got about six months before they won't have the monopoly position on EV-DO,

Corporate spending is still sluggish. There has been improvement but not at rapid clip. Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that.

MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can.

If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom.

Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come. Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better.

They're doing great, but they have to because the voice business and handset subsidization market is terrible.

Many handset manufacturers bet against it, notably Samsung and LG. Now, many of the U.S.-based and European wireless carriers are behind it. They're building hybrid networks, using 3G networks in urban areas and using Edge in rural areas.

I think they will have a device and an MVNO.

They have to take a more proactive role in developing the (over-the-air) market.

They have to take a more proactive role in developing the [over-the-air] market.

People are having a hard time squaring the current quarter, which was pretty good, with their guidance.

People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent].

The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units.

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