For the next two quarters or so, the company to pay particular attention to is Nokia, ... The main reason for that is with the continuing decline in the infrastructure market, Nokia will continue to post profits simply because it has a fairly large operating margin it can rely on.
More Quotes from Richard Windsor:
It's definitely not out of the woods yet in terms of mobile infrastructure, ... However, we are relatively optimistic overall for 2002. We are expecting an overall 7 percent growth in the infrastructure market, which means that perhaps sometime in quarter 1 or 2 that Ericsson will be in a position to outperform forecasts simply because it has the greatest exposure and is the world leader in its field.Richard Windsor
The cash flow was 1 billion better that my forecast that proves the company is not going bankrupt,
Richard Windsor
It is interesting that the level of interest in these devices will be very low, but their actual importance is really high.
Richard Windsor
The market is entering a cyclical downturn as net additions slow. Net adds are a key indicator of growth in the mobile infrastructure market. 2006 outlook looks challenging.
Richard Windsor
Big is beautiful in this industry. The widest geographic and product spread in the industry means that the combined entity will be present in almost every operator and will have the most comprehensive offering.
Richard Windsor
Management has been very slow to recognize there's a problem and do anything about it.
Richard Windsor
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Contemplation often makes life miserable. We should act more, think less, and stop watching ourselves live.
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