Companies like Nokia and Motorola are building a lot more feature rich phones and it’s the increase in components costs that’s starting to hurt them. They’re adding more chips per phone but are not getting...

There were two things investors hated about Motorola: Chris Galvin and the semi business. Now they are getting rid of both.

The numbers are absolutely terrible. Nokia’s clearly not a growth stock.

You can’t sell a phone for more than $150. I don’t care if it can vacuum your house. Consumers are very price sensitive.

In my mind, components are the place to be.