“Looking at the results leads me to say that the probability for cell phone unit sales to continue surprising experts for a third consecutive year remains very high.”
“The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it.”
“I would much rather buy Nokia on weakness than chase short-term strength, ... The market is anticipating further weakness and disaster but I don't think that's the case.”
“By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation.”
