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【TOP 43】Albert Lin Quotes - WhatsApp Status | Page-1

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The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units. - Albert Lin Quotes

The earnings are pretty good, but people are worried about the company's guidance. There's a big difference between Qualcomm's and some other companies' views of how many W-CDMA handsets will be sold in 2006. Companies like Motorola Inc., Texas Instruments Inc. and RF Micro Devices Inc. estimate that 100 million W-CDMA handsets will be sold. But Qualcomm says only 86 million will be sold-that's a spread of 14 million units.

But they need to improve their relationship with Motorola for this product to succeed. - Albert Lin Quotes

But they need to improve their relationship with Motorola for this product to succeed.

What's hot in cell phones last year isn't going to be hot this year. Nokia and Motorola are on the rise because they have product cachet now. - Albert Lin Quotes

What's hot in cell phones last year isn't going to be hot this year. Nokia and Motorola are on the rise because they have product cachet now.

Cell

Looking at the results leads me to say that the probability for cell phone unit sales to continue surprising experts for a third consecutive year remains very high. - Albert Lin Quotes

Looking at the results leads me to say that the probability for cell phone unit sales to continue surprising experts for a third consecutive year remains very high.

Texas Instruments reaffirmed that some of the fears in the marketplace were unfounded. - Albert Lin Quotes

Texas Instruments reaffirmed that some of the fears in the marketplace were unfounded.

Fears

Right now the industry is all about data traffic. - Albert Lin Quotes

Right now the industry is all about data traffic.

The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it. - Albert Lin Quotes

The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it.

I would much rather buy Nokia on weakness than chase short-term strength, ... The market is anticipating further weakness and disaster but I don't think that's the case. - Albert Lin Quotes

I would much rather buy Nokia on weakness than chase short-term strength, ... The market is anticipating further weakness and disaster but I don't think that's the case.

After recent Nasdaq falls, Taiwan investors now are worried about the third-quarter profit performance by local technology firms. - Albert Lin Quotes

After recent Nasdaq falls, Taiwan investors now are worried about the third-quarter profit performance by local technology firms.

By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation. - Albert Lin Quotes

By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation.

Technology has finally improved enough that [operators] can finally offer new services without those new services feeling like a novelty that isn't really ready for most consumers. - Albert Lin Quotes

Technology has finally improved enough that [operators] can finally offer new services without those new services feeling like a novelty that isn't really ready for most consumers.

It kind of has me sketched out, - Albert Lin Quotes

It kind of has me sketched out,

Kind

I found that to be a little scary, a little weird, a little 'What was this guy thinking?' ... He seemed like the kind of person who would go around preaching all of this stuff that would probably frighten people. And in a fraternity, that's the last thing you want to happen. - Albert Lin Quotes

I found that to be a little scary, a little weird, a little 'What was this guy thinking?' ... He seemed like the kind of person who would go around preaching all of this stuff that would probably frighten people. And in a fraternity, that's the last thing you want to happen.

That's what's driving them to take advantage and get as many subscribers now before Sprint becomes a real competitor. - Albert Lin Quotes

That's what's driving them to take advantage and get as many subscribers now before Sprint becomes a real competitor.

I don't think anybody is surprised by this. Over the last few weeks I think its become apparent that the cellular phone industry is having a very strong quarter. - Albert Lin Quotes

I don't think anybody is surprised by this. Over the last few weeks I think its become apparent that the cellular phone industry is having a very strong quarter.

I think it'll be a significant cut. I think they're trying to maximize the time they have as a monopoly in order to build a customer base lead before there's competition. - Albert Lin Quotes

I think it'll be a significant cut. I think they're trying to maximize the time they have as a monopoly in order to build a customer base lead before there's competition.

Sprint needs to focus on getting enterprise customers. - Albert Lin Quotes

Sprint needs to focus on getting enterprise customers.

Focus

Motorola has to care less what the carriers want, because the carriers essentially want [manufacturers] to have no margins. - Albert Lin Quotes

Motorola has to care less what the carriers want, because the carriers essentially want [manufacturers] to have no margins.

Motorola would have to give up 20 percent of their entire company to do it. I can't see that happening. - Albert Lin Quotes

Motorola would have to give up 20 percent of their entire company to do it. I can't see that happening.

Those hoping for the price of digital songs to rise toward the prices paid for ring tones are out of luck. Some hoped it could rise from 99 cents, $1, to the $2, $3 or $4 paid for ring tones. That's not going to happen. - Albert Lin Quotes

Those hoping for the price of digital songs to rise toward the prices paid for ring tones are out of luck. Some hoped it could rise from 99 cents, $1, to the $2, $3 or $4 paid for ring tones. That's not going to happen.

Were it not for data services, most carriers would be reporting negative ARPU. - Albert Lin Quotes

Were it not for data services, most carriers would be reporting negative ARPU.

They're doing great, but they have to because the voice business and handset subsidization market is terrible. - Albert Lin Quotes

They're doing great, but they have to because the voice business and handset subsidization market is terrible.

If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom,

If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom.

Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come, ... Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better. - Albert Lin Quotes

Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come, ... Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better.

News

This is the first time that all of the major cell phone players are strong, ... Nokia has always been able to point to one of its top competitors as being hobbled or crippled but that's not true right now. - Albert Lin Quotes

This is the first time that all of the major cell phone players are strong, ... Nokia has always been able to point to one of its top competitors as being hobbled or crippled but that's not true right now.

MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can, - Albert Lin Quotes

MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can,

Corporate spending is still sluggish. There has been improvement but not at rapid clip, ... Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that. - Albert Lin Quotes

Corporate spending is still sluggish. There has been improvement but not at rapid clip, ... Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that.

They've got about six months before they won't have the monopoly position on EV-DO, - Albert Lin Quotes

They've got about six months before they won't have the monopoly position on EV-DO,

Corporate spending is still sluggish. There has been improvement but not at rapid clip. Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that. - Albert Lin Quotes

Corporate spending is still sluggish. There has been improvement but not at rapid clip. Until there's a real pickup in enterprise spending, we won't see techs that rely on that do as well and investors may have to wait until 2005 for that.

MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can. - Albert Lin Quotes

MCI's problem is it has to bundle its services using other companies' assets so it will never enjoy the types of economic returns that other telecoms can.

Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come. Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better. - Albert Lin Quotes

Nokia's stock is priced at a level where investors must be thinking that there is more bad news to come. Nokia looks cheap but in a market that's always worried about the near-term, that fixation will mean that Motorola will probably do better.

News

Many handset manufacturers bet against it, notably Samsung and LG. Now, many of the U.S.-based and European wireless carriers are behind it. They're building hybrid networks, using 3G networks in urban areas and using Edge in rural areas. - Albert Lin Quotes

Many handset manufacturers bet against it, notably Samsung and LG. Now, many of the U.S.-based and European wireless carriers are behind it. They're building hybrid networks, using 3G networks in urban areas and using Edge in rural areas.

I think they will have a device and an MVNO. - Albert Lin Quotes

I think they will have a device and an MVNO.

They have to take a more proactive role in developing the (over-the-air) market. - Albert Lin Quotes

They have to take a more proactive role in developing the (over-the-air) market.

They have to take a more proactive role in developing the [over-the-air] market. - Albert Lin Quotes

They have to take a more proactive role in developing the [over-the-air] market.

People are having a hard time squaring the current quarter, which was pretty good, with their guidance. - Albert Lin Quotes

People are having a hard time squaring the current quarter, which was pretty good, with their guidance.

People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent]. - Albert Lin Quotes

People are too worried about these negative surprises from Lucent. This implies an inability to forecast future shortfalls. Nortel is likely to be a better stock [than Lucent].

Some sectors, such as foundry, microchip packaging and components for LCD televisions that have better demand outlooks were still the market's leaders. - Albert Lin Quotes

Some sectors, such as foundry, microchip packaging and components for LCD televisions that have better demand outlooks were still the market's leaders.

We view this as a win-win situation. - Albert Lin Quotes

We view this as a win-win situation.

Some of the basics of the technology may be similar, but the way it's been implemented is different. And these differences impact the actual user experience. FLO was designed especially to deliver mobile TV, while DVB-H is a standard based on older broadcast TV technology. - Albert Lin Quotes

Some of the basics of the technology may be similar, but the way it's been implemented is different. And these differences impact the actual user experience. FLO was designed especially to deliver mobile TV, while DVB-H is a standard based on older broadcast TV technology.

If you're performance-sensitive, all signs point to higher prices. - Albert Lin Quotes

If you're performance-sensitive, all signs point to higher prices.

They just skipped over that technology. - Albert Lin Quotes

They just skipped over that technology.

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