The likely slowdown in Korea due to the recent elimination of handset subsidies could reduce worldwide CDMA handset sales by 10 to 15 percent,

If you push ads, you are going to irritate users.

They did grow faster than the market at 64 percent versus 45 percent for the market, but this is a significant miss.

It's certainly going to be the case that the competitive environment gets tougher this year.

The bigger trends look like they're improving (at Nortel). And now you've got a guy coming in here who's got a reputation for dramatically improving the cost structure and the performance of companies, ... Motorola's a vastly more complicated entity than Nortel and he did a great job for them.

The best way, I would say, to play Qualcomm is to play the volatility,

They're showing better revenue growth than a number of their peers and more importantly it's improving for them.

They posted upside to the quarter on strong wire link products, and their guidance for the next quarter is better than people were anticipating, significantly so.

The business model is good, but the euphoria over CDMA got well ahead of reality,

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