Casey Ryan
Casey Ryan
adding building chips companies components costs feature hurt increase increases per phones price rich starting
Companies like Nokia and Motorola are building a lot more feature rich phones and it's the increase in components costs that's starting to hurt them. They're adding more chips per phone but are not getting corresponding price increases in the phones.
components
In my mind, components are the place to be.
absolutely clearly growth numbers
The numbers are absolutely terrible. Nokia's clearly not a growth stock.
business chris hated investors rid
There were two things investors hated about Motorola: Chris Galvin and the semi business. Now they are getting rid of both.