We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division. These options could include the sale of the division if some improvement is not seen in the next few quarters. - Tim Luke Quotes
We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division. These options could include the sale of the division if some improvement is not seen in the next few quarters. Tim Luke
 Business

More - Tim Luke Quotes

We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group. - Tim Luke Quotes

We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group.

Tim Luke

 Believe
These results add to a long list of negative data points in wireless that have emerged in recent days, further confirming widespread softness in wireless. - Tim Luke Quotes

These results add to a long list of negative data points in wireless that have emerged in recent days, further confirming widespread softness in wireless.

Tim Luke

 
While inventory levels rose in the first quarter, investors are likely to be encouraged that management increased its revenue guidance from the low 50s to the 50-60 percent range, with earnings per share guidance increasing by 2-to-5 cents. - Tim Luke Quotes

While inventory levels rose in the first quarter, investors are likely to be encouraged that management increased its revenue guidance from the low 50s to the 50-60 percent range, with earnings per share guidance increasing by 2-to-5 cents.

Tim Luke

 Guidance
Post close [Wednesday], wireless-value play Motorola delivered results broadly in line with expectations. Given a relatively low level of investor expectations, shares may trade positively. - Tim Luke Quotes

Post close [Wednesday], wireless-value play Motorola delivered results broadly in line with expectations. Given a relatively low level of investor expectations, shares may trade positively.

Tim Luke

 
the surprising sustainability of 30 percent-plus growth over the next 10 years. - Tim Luke Quotes

the surprising sustainability of 30 percent-plus growth over the next 10 years.

Tim Luke

 Growth
Their revenue growth was very strong. - Tim Luke Quotes

Their revenue growth was very strong.

Tim Luke

 Growth
It's strategically important because it shows that they're acquiring a leader, and it helps establish them in that market. - Tim Luke Quotes

It's strategically important because it shows that they're acquiring a leader, and it helps establish them in that market.

Tim Luke

 
It's a positive deal for Cisco because they're gaining a premiere player in the high-speed access market, - Tim Luke Quotes

It's a positive deal for Cisco because they're gaining a premiere player in the high-speed access market,

Tim Luke

 
Emerging market growth is once again the primary driver. - Tim Luke Quotes

Emerging market growth is once again the primary driver.

Tim Luke

 Growth
Significantly stronger competition is emerging. The second-tier player is gaining traction. - Tim Luke Quotes

Significantly stronger competition is emerging. The second-tier player is gaining traction.

Tim Luke

 Competition
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