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Motorola's results did not just surpass our estimates, consensus, and management guidance, these 1Q 04 numbers were downright huge.
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Motorola's results did not just surpass our estimates, consensus, and management guidance, these 1Q 04 numbers were downright huge. Honestly, we are scratching our heads about such a big beat.
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Motorola's results did not just surpass our estimates, consensus, and management guidance, these 1Q 04 numbers were downright huge.
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Telecom infrastructure got beat up so much after 2000 and now going forward, there's some stabilization and near-term demand. It shows you there are cycles.
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Generally speaking, it was high-volume low-margin business which saved the day for Nokia.
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I hope Nokia can stabilize its selling prices. That's the hardest point because if volume does slow down and they're still at these levels, Nokia could be in trouble.
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Other companies have been able to fight pricing pressure, which is good. If all the companies started cutting prices, you don't want to go down that road.
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It's not that people are not buying cell phones.
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This shows they have other wireless customers in their lineup that could help them. Wireless had some bumps but it was still a good quarter and you had other products picking up the pace.
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If it weren't for Nokia, I would have thought about calling in sick. There was nobody in the city yesterday morning. When you did see people, it looked like they were going to a funeral,
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All Nokia cared about earlier in 2003 was volume and market share, ... The company finally has taken a step back and focused more on prices.
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It's a tough market right now. Even if you do good things, investors are skittish.
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Telecom infrastructure got beat up so much after 2000 and now going forward, there's some stabilization and near-term demand. It shows you there are cycles,
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Motorola's results did not just surpass our estimates, consensus, and management guidance, these 1Q 04 numbers were downright huge. Honestly, we are scratching our heads about such a big beat,
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