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.
More Quotes from 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
Their revenue growth was very strong.
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Significantly stronger competition is emerging. The second-tier player is gaining traction.
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the surprising sustainability of 30 percent-plus growth over the next 10 years.
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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.
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