the surprising sustainability of 30 percent-plus growth over the next 10 years.
More Quotes from Tim Luke:
We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division, ... These options could include the sale of the division if some improvement is not seen in the next few quarters.Tim Luke
Significantly stronger competition is emerging. The second-tier player is gaining traction.
Tim Luke
Emerging market growth is once again the primary driver.
Tim Luke
AMD again delivered impressive 4Q results sharply above even high-end whispered earnings per share expectations with broad share gains bringing strong margin leverage. While we aim to monitor potentially heightened pressures from powerful rival Intel, we believe AMD's momentum may continue thru at least the next two to three quarters.
Tim Luke
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.
Tim Luke
Their revenue growth was very strong.
Tim Luke
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