Marc Cabi Quotes

We expect a potentially heavy impact on Qualcomm, especially for second-quarter results. We estimate that Qualcomm would have derived more than 25 percent of its revenue from Korea this year. We remain cautious on Qualcomm shares. - Marc Cabi

We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season. - Marc Cabi

We believe the slow market conditions and maturity of this market can continue to limit upside and put pressure on high-end estimates. - Marc Cabi

We believe the company should also see a boost in interest income now that the handset and infrastructure businesses are divested. - Marc Cabi

We believe the announcement shows further evidence that Motorola's General Instrument acquisition is paying dividends. We have confidence that the company can deliver 20 percent growth in the segment through 2001. - Marc Cabi

Total net subscriber additions for the Korean market declined from 550,000 and 417,000 in October and November, respectively, to 164,000 in December. The slowdown was caused in part by a government investigation of illegal handset subsidy payments allegedly paid by carriers in previous months. - Marc Cabi

They are one or two years behind Ericsson and Nokia in terms of getting aggressive with digital handsets. - Marc Cabi

The company clearly benefited from the sale of the handset and infrastructure businesses in 1999. The remaining segments offer much better profitability. - Marc Cabi

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