14 Total Quotes

Tim Luke Quotes

We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group.
Tim Luke
#Believe

While inventory levels rose in the first quarter, investors are likely to be encouraged that management increased its revenue guidance from the low 50s to the 50-60 percent range, with earnings per share guidance increasing by 2-to-5 cents.
Tim Luke
#Guidance

the surprising sustainability of 30 percent-plus growth over the next 10 years.
Tim Luke
#Growth

Their revenue growth was very strong.
Tim Luke
#Growth

Emerging market growth is once again the primary driver.
Tim Luke
#Growth

Significantly stronger competition is emerging. The second-tier player is gaining traction.
Tim Luke
#Competition

We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division, ... These options could include the sale of the division if some improvement is not seen in the next few quarters.
Tim Luke
#Business

While Cisco remains our best-positioned vendor, with approximately 15 percent of sales to 'new economy' operators, uncertainty over capital-expenditures spending may continue to suppress its multiple,
Tim Luke
#Economy

While Cisco remains our best-positioned vendor, with approximately 15 percent of sales to 'new economy' operators, uncertainty over capital-expenditures spending may continue to suppress its multiple.
Tim Luke
#Economy

I think there will clearly be some potential impact on the September quarter from the handset subsidy ban in Korea, ... However, we think that the long-term story for Qualcomm remains very strong.
Tim Luke
#Potential

Ongoing challenges are likely to continue to put near-term pressure on the shares, but our confidence in the outlook for the mobile infrastructure business leads us to rate the shares an 'outperform,' ... However, with 3G sales likely not to add materially to revenues until 2002, we are lowering our expectations in the infrastructure business.
Tim Luke
#Confidence

I think there will clearly be some potential impact on the September quarter from the handset subsidy ban in Korea. However, we think that the long-term story for Qualcomm remains very strong.
Tim Luke
#Potential

We believe that ongoing weakness in Ericsson's handset business has been widely anticipated by investors, and it may also prompt management to give further consideration to additional strategic options for the handset division. These options could include the sale of the division if some improvement is not seen in the next few quarters.
Tim Luke
#Business

We had lowered our estimates last week and some softness had been widely expected, however, a new sales range with a mid point of -12.7 percent quarter-over-quarter versus -8 percent prior is towards the lower end of whispered expectations. While valuation (20x new CY06) may offer some support given the absence of guidance on inventory levels, which we believe are likely to have moved materially higher at Intel, and given ongoing uncertainty on the gross margins outlook, we would retain our cautious stance at current levels.
Tim Luke
#Sales