I don't know why you want more of a evaporating business that will slow your revenue growth and lower your margins,
More Quotes from Greg Gorbatenko:
People have been betting against them for a long time. This backslide is just something to take advantage of. There is substance to these companies.Greg Gorbatenko
There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype,
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Qualcomm is sitting pretty. It has the best technology in a growing industry and handsets are taking off like crazy.
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It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.
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SBC is resetting the dial and is probably going back to flat sales growth. Why should I invest in something that's not that exciting of a story
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They're spending less, making more, paying down debt and getting back to free cash flow positive. That's what people are paying for,
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