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

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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 corresponding price increases in the phones.

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

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In my mind, components are the place to be.

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