Marc Cabi Quotes
8 Marc Cabi quotes:
"During our visit with companies in Korea, each company acknowledged that June revenues for handsets dropped drastically, although they did not agree with the degree to which it dropped."
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"We believe the company should also see a boost in interest income now that the handset and infrastructure businesses are divested."
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"We believe the announcement shows further evidence that Motorola's General Instrument acquisition is paying dividends. We have confidence that the company can deliver 20 percent growth in the segment through 2001."
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"For the past five months, the company has been working on the profitability of the phone business rather than just sheer market share. We think Motorola can achieve those double-digit operating margins."
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"The company clearly benefited from the sale of the handset and infrastructure businesses in 1999. The remaining segments offer much better profitability."
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"Handsets continue to plague Ericsson. A manufacturing plant fire at a key LCD supplier for Ericsson's high-end handsets limited revenue growth and severely impacted profitability ... We anticipate a further weakening situation in September before incremental improvement in the December quarter."
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"We believe the new company should be a core portfolio holding for investors seeking participation in the proliferation of the mobile Internet."
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"We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season."
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