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More - 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. - 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.

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