Following the nadir in the third quarter, the infrastructure arm appears to have turned the corner in terms of both sales growth and returns.
More Quotes from Per Lindberg:
The key question for investors now is whether they think Nokia's mobile margins are sustainable or not. I don't think they are, because this is a commodity-like market in the long term, and Nokia will face much stiffer competition.Per Lindberg
There is no real evidence of any link but we can see more claims in coming years as cases increase, ... that children are more likely to suffer from radiation.
Per Lindberg
It's not difficult to sell lots of cheap handsets. Their general problem is that competition is building and they are no longer alone in this market, which means they have to invest more, so the downside is greater.
Per Lindberg
This is really the opposite of what we saw with Nokia.
Per Lindberg
A lot (of people) bought Nokia shares in anticipation of a stronger-than-expected report. Likewise, many took negative positions in Ericsson in anticipation of a weak report.
Per Lindberg
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