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Motorola’s been on a tear but to sustain these market-share gains, there’d better be some very nice phones coming out later in ’06.

They did grow faster than the market at 64 percent versus 45 percent for the market, but this is a significant miss.

If you push ads, you are going to irritate users.

People were worried that like Lucent and maybe a little like Ericsson things were softening up for them. But it doesn’t look like that.

The business model is good, but the euphoria over CDMA got well ahead of reality,

The best way, I would say, to play Qualcomm is to play the volatility,

The likely slowdown in Korea due to the recent elimination of handset subsidies could reduce worldwide CDMA handset sales by 10 to 15 percent,

Motorola’s been on a tear … but to sustain these market-share gains, there’d better be some very nice phones coming out later in ’06.

Motorola’s been on a tear ‘¦ but to sustain these market-share gains, there’d better be some very nice phones coming out later in ’06.

The bigger trends look like they’re improving (at Nortel). And now you’ve got a guy coming in here who’s got a reputation for dramatically improving the cost structure and the performance of companies. Motorola’s a...

They posted upside to the quarter on strong wire link products, and their guidance for the next quarter is better than people were anticipating, significantly so.

The quarter was pretty much as expected, which is solid profitability and good cash flow.

It’s certainly going to be the case that the competitive environment gets tougher this year.

They’re showing better revenue growth than a number of their peers and more importantly it’s improving for them.

Juniper and Cisco may have to add … to their sales force or other distribution.