Alex Cena
Alex Cena
believe comfort depending equipment huge improvement investors level margin mobile occur pace phones relative side swings wireless
The telecom equipment sector, and wireless communications, in particular, has very huge swings in relative valuation, depending on the comfort level that investors have in a company. The pace at which we believe the margin improvement will occur in mobile phones is not at the level that we had anticipated. On the infrastructure side of the business, we are still optimistic.
owe successful
The more successful Motorola is, the more they owe Qualcomm.
few news next standards
This news is especially important when in the next few years standards will converge.
billion companies difficult earnings excess few growing line liquid size terms top
There are very few companies that are $30 billion in terms of size and very liquid in terms of stock. You have the top line growing in the mid-teens and earnings growing in excess of 25 percent. That's very difficult to find.