23 ordspråk av Per Lindberg

Per Lindberg

Per Lindberg föddes den 5 marts 1890
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It's really a matter of reallocating its resources to growth areas, such as DVD players and mobile phones, and away from old-line sectors,

The key question for investors now is whether they think Nokia's mobile margins are sustainable or not, ... I don't think they are, because this is a commodity-like market in the long term, and Nokia will face much stiffer competition.

The likelihood of stumbling is much higher if [like Nokia] you have 80 or 85 percent of earnings coming from handsets rather than 5 percent in the case of Ericsson in the fourth quarter,

The key question for investors now is whether they think Nokia's mobile margins are sustainable or not. I don't think they are, because this is a commodity-like market in the long term, and Nokia will face much stiffer competition.

The likelihood of stumbling is much higher if [like Nokia] you have 80 or 85 percent of earnings coming from handsets rather than 5 percent in the case of Ericsson in the fourth quarter.

It's really a matter of reallocating its resources to growth areas, such as DVD players and mobile phones, and away from old-line sectors.

There would have been massive integration problems and negative revenue synergies.

The mobile sector is bottoming out now.

Following the nadir in the third quarter, the infrastructure arm appears to have turned the corner in terms of both sales growth and returns.

It's not difficult to sell lots of cheap handsets. Their general problem is that competition is building and they are no longer alone in this market, which means they have to invest more, so the downside is greater.

A reacceleration appears underway as the world No. 1 takes advantage of additional 3G project and breakthroughs in managed services.

That is exceedingly unlikely to happen.

Both Nokia and Ericsson are constantly looking at small, bolt-on acquisitions and most companies that are in good shape do that.

This is the last of the panic selling. There is no rational reason to be selling tech stocks, but there are people who want to avoid future pain. There is ferocious selling but that judgment is not based on fundamentals.

Investors should look to the wireless companies for the first signs of recovery.

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