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."

"We believe the company should also see a boost in interest income now that the handset and infrastructure businesses are divested."

"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."

"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."

"The company clearly benefited from the sale of the handset and infrastructure businesses in 1999. The remaining segments offer much better profitability."

"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."

"We believe the new company should be a core portfolio holding for investors seeking participation in the proliferation of the mobile Internet."

"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."