Alex Cena - The telecom equipment sector, and wireless communications, in particular, has...

The telecom equipment sector, and wireless communications, in particular, has very huge swings in relative valuation, depending on the comfort level that investors have in a company. The pace at which we believe the margin improvement will occur in mobile phones is not at the level that we had anticipated. On the infrastructure side of the business, we are still optimistic.

Alex Cena

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Alex Cena Quotes

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The telecom equipment sector, and wireless communications, in particular, has very huge swings in relative valuation, depending on the comfort level that investors have in a company. The pace at which we believe the margin improvement will occur in mobile phones is not at the level that we had anticipated. On the infrastructure side of the business, we are still optimistic. Alex Cena

They Said So®

Keywords

telecom equipment sector wireless communications huge swings relative valuation depending comfort level investors company pace margin improvement occur mobile phones anticipated infrastructure side business optimistic

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