Per Lindberg Quotes (8 Quotes)


    It's really a matter of reallocating its resources to growth areas, such as DVD players and mobile phones, and away from old-line sectors.

    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.

    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.

    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.

    This is really the opposite of what we saw with Nokia.


    Following the nadir in the third quarter, the infrastructure arm appears to have turned the corner in terms of both sales growth and returns.

    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.

    This is the last of the panic selling. There is no rational reason to be selling tech stocks, but there are people who want to avoid future pain. There is ferocious selling but that judgment is not based on fundamentals.


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