Joe Osha Quotes
We wrote last November that Sony's design choices for the PS3 had resulted in an expensive and difficult-to-manufacture product, and we think that we're seeing the consequences of those choices play out now. 
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Wrote | November | Design | Choices | Resulted |
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We think that the most interesting potential for National lies in the wireless market, where the company has the potential to substantially increase its revenue per phone.
- Joe Osha
One of the dominant worries here is the question of whether we're going to see any building of inventory that will result in 1Q weakening. But as the data points have rolled in, that appears to be less and less the case. That's pretty important, and you can see it, in particular, in some of the communications stocks that are moving.
- Joe Osha