Their revenue growth was very strong.
More Quotes from Tim Luke:
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.Tim Luke
the surprising sustainability of 30 percent-plus growth over the next 10 years.
Tim Luke
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.
Tim Luke
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.
Tim Luke
Emerging market growth is once again the primary driver.
Tim Luke
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