29 ordspråk av Mark Roberts

Mark Roberts

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That's technology for you,

Helping to find jobs, counseling, whatever we can offer, because there's all different kinds of people here who want to give of their services or their homes, who may or may not have already given money or of their time, or clothing or whatever. So, it's really just to try to bring as many people together as we can.

Investors should absolutely look at short interest because short sellers do better homework than buyers of stock. That's for sure.

This was the most boring final in Wimbledon history. Something had to be done about it.

As the economy turned up and corporate earnings have improved, corporations have again begun to invest in their IT infrastructure.

There are a number of statistics to indicate that about half of the world's population has yet to make their first phone call, ... And our investment thesis is that over time, almost all of those users who make that first phone call will do so over a wireless phone. Nokia (NOK) indicated yesterday that there are about 520 million wireless subscribers today, and that number is expected to top a billion in 2002. We think it could top a billion and a half by 2004.

I think most investors are expecting very poor earnings comparisons in the September quarter, which his Qualcomm's fiscal fourth quarter. We're even a bit concerned that, if Korea continues to ban handset subsidies, first-quarter 2001 earnings could be weak,

And number three, we think that a number of carriers around the world using an alternative technology known as TDMA or GSM, instead of migrating down a path using a technology called Edge -- which does not involve Qualcomm -- will decide to overlay Qualcomm's CDMA 2001X technology,

No. 1, we're increasingly convinced that Qualcomm will be able to get a substantial royalty in all third-generation equipment, which will be based on its CDMA technology, ... No. 2, we're getting a growing amount of evidence that China intends to deploy CDMA nationwide. That was a big concern earlier in the year among some investors.

There are a number of statistics to indicate that about half of the world's population has yet to make their first phone call. And our investment thesis is that over time, almost all of those users who make that first phone call will do so over a wireless phone. Nokia (NOK) indicated yesterday that there are about 520 million wireless subscribers today, and that number is expected to top a billion in 2002. We think it could top a billion and a half by 2004.

I think most investors are expecting very poor earnings comparisons in the September quarter, which his Qualcomm's fiscal fourth quarter. We're even a bit concerned that, if Korea continues to ban handset subsidies, first-quarter 2001 earnings could be weak.

And number three, we think that a number of carriers around the world using an alternative technology known as TDMA or GSM, instead of migrating down a path using a technology called Edge -- which does not involve Qualcomm -- will decide to overlay Qualcomm's CDMA 2001X technology.

No. 1, we're increasingly convinced that Qualcomm will be able to get a substantial royalty in all third-generation equipment, which will be based on its CDMA technology. No. 2, we're getting a growing amount of evidence that China intends to deploy CDMA nationwide. That was a big concern earlier in the year among some investors.

Watch out for managements that ask investors to take a lot on faith without providing a lot of detail.

This bothers me a great deal. This goes to the safety of the firefighters and their ability to come to your home and do their job properly. The vehicles, in my opinion, are not maintained the right way.

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