7 ordspråk av Mark McKechnie
Mark McKechnie
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I don't think this is a slam dunk, but I think the expectations had gotten a little out of control. Sports scores and emails are a great way to start, but don't expect this thing to be the end-all. Expect it to evolve. Realize that we are in the first inning of a nine-inning game.
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Essentially Phone.com is like the Netscape of the Internet.
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The 'warring tribes' mentality isn't working for them.
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It's clearly that now is the time (to regroup) given that things are so bad. Now is the time to go about reorganizing in a way Galvin thinks is best.
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September will be challenging for handset makers. We are generally cautious on the group.
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The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan.
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Some people probably were looking for a little more upside on the quarter, and the fact that they're guiding for a potential downturn in the chipset business I think has some people a little bit concerned.
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