I would say the outlook for the fourth quarter remains pretty strong, but the fact that they haven't actually confirmed that with a hard number is making the stock a bit jumpy.
More Quotes from Richard Windsor:
Business is going from strength to strength... The outlook for this division remains strong.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
If Nokia has problems, it has always been in the first quarter, and then it recovers toward the end of the year. If the first quarter is good, it's a good omen for the rest of the year.
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
In this business, bigger is always better.
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
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