The best way, I would say, to play Qualcomm is to play the volatility.
They're showing better revenue growth than a number of their peers and more importantly it's improving for them.
We are encouraged by the strong interest in our program in London from executives and from leading corporations throughout Europe and other areas. This is a unique learning system.
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 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 vastly more complicated entity than Nortel and he did a great job for them.
The business model is good, but the euphoria over CDMA got well ahead of reality.
The likely slowdown in Korea due to the recent elimination of handset subsidies could reduce worldwide CDMA handset sales by 10 to 15 percent.
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