Tim Luke Quotes (9 Quotes)

Ongoing challenges are likely to continue to put near-term pressure on the shares, but our confidence in the outlook for the mobile infrastructure business leads us to rate the shares an 'outperform,' ... However, with 3G sales likely not to add materially to revenues until 2002, we are lowering our expectations in the infrastructure business.

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

AMD again delivered impressive 4Q results sharply above even high-end whispered earnings per share expectations with broad share gains bringing strong margin leverage. While we aim to monitor potentially heightened pressures from powerful rival Intel, we believe AMD's momentum may continue thru at least the next two to three quarters.

Emerging market growth is once again the primary driver.

Their revenue growth was very strong.

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.

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.

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.

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