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Letter "R" » Richard Windsor Quotes
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«For the next two quarters or so, the company to pay particular attention to is Nokia, ... The main reason for that is with the continuing decline in the infrastructure market, Nokia will continue to post profits simply because it has a fairly large operating margin it can rely on.»
Author: Richard Windsor
«It's definitely not out of the woods yet in terms of mobile infrastructure, ... However, we are relatively optimistic overall for 2002. We are expecting an overall 7 percent growth in the infrastructure market, which means that perhaps sometime in quarter 1 or 2 that Ericsson will be in a position to outperform forecasts simply because it has the greatest exposure and is the world leader in its field.»
Author: Richard Windsor
«I would say the outlook for the fourth quarter remains pretty strong, but the fact that they haven't actually confirmed that with a hard number is making the stock a bit jumpy.»
Author: Richard Windsor
«There has been a large number of new products, which have better margins than older products. [The] Multi Media [business unit] is scaling up nicely.»
Author: Richard Windsor
«The turnaround, in terms of stopping the rot, has worked,»
Author: Richard Windsor
«Once again, the stellar performance of mobile phones has been marred by difficulties at Nokia networks.»
Author: Richard Windsor
«The cash flow was 1 billion better that my forecast that proves the company is not going bankrupt,»
Author: Richard Windsor
«Management has been very slow to recognize there's a problem and do anything about it.»
Author: Richard Windsor
«The [telecom] companies simply are just not spending on networks right now because they're short of cash,»
Author: Richard Windsor
«The market is entering a cyclical downturn as net additions slow. Net adds are a key indicator of growth in the mobile infrastructure market. 2006 outlook looks challenging.»
Author: Richard Windsor
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