Mark McKechnie
Mark McKechnie
biggest came fairly given last orders percent positive quarter reduce suspect unit weak year
The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan.
netscape
Essentially Phone.com is like the Netscape of the Internet.
mentality
The 'warring tribes' mentality isn't working for them.
cautious generally september
September will be challenging for handset makers. We are generally cautious on the group.
bit business fact guiding looking people potential upside
Some people probably were looking for a little more upside on the quarter, and the fact that they're guiding for a potential downturn in the chipset business I think has some people a little bit concerned.
control emails expect gotten great realize scores slam sports
I don't think this is a slam dunk, but I think the expectations had gotten a little out of control. Sports scores and emails are a great way to start, but don't expect this thing to be the end-all. Expect it to evolve. Realize that we are in the first inning of a nine-inning game.