These results add to a long list of negative data points in wireless that have emerged in recent days, further confirming widespread softness in wireless.
Tim Luke
results days data negative
While inventory levels rose in the first quarter, investors are likely to be encouraged that management increased its revenue guidance from the low 50s to the 50-60 percent range, with earnings per share guidance increasing by 2-to-5 cents.
management guidance share rose
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.
results play expectations close trade
The surprising sustainability of 30 percent-plus growth over the next 10 years.
growth sustainability
Their revenue growth was very strong.
growth strong
It's strategically important because it shows that they're acquiring a leader, and it helps establish them in that market.
market leader important
It's a positive deal for Cisco because they're gaining a premiere player in the high-speed access market
positive market
Emerging market growth is once again the primary driver.
growth market
Significantly stronger competition is emerging. The second-tier player is gaining traction.
competition
We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group.
story early stage gross
You must log in to post a comment.
There are no comments yet.