“I dont think this is a slam dunk, but I think the expectations had gotten a little out of control. Sports scores and emails are a great way to start, but dont expect this thing to be the end-all. Expect it to evolve. Realize that we are in the first inning of a nine-inning game.”
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“Essentially Phone.com is like the Netscape of the Internet.”
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“The warring tribes mentality isnt working for them.”
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“Its clearly that now is the time (to regroup) given that things are so bad. Now is the time to go about reorganizing in a way Galvin thinks is best.”
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“September will be challenging for handset makers. We are generally cautious on the group.”
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“The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan.”
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“Some people probably were looking for a little more upside on the quarter, and the fact that theyre guiding for a potential downturn in the chipset business I think has some people a little bit concerned.”
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