Jeff Bray
Jeff Bray
until worse
Didn't think there could be anything worse until now.
case cell confidence difficult high level market phone stock
It is difficult to have a high level of confidence about where the cell phone market is going to be at the end of the year. You could make a case for Nokia's stock going to $7 and you could make a case for the stock going to $16.
center generation integrated media next question tv whether
The question is whether there is a next generation of the Media Center to make it more integrated with your TV and other devices.
companies few grow high next pay people phones rates volume
People are comfortable that handset volume can grow at high single-digit rates for the next few years. But what kind of phones are companies going to sell? Are people going to pay up for them?
china demand sars supply
There was a mismatch of supply and demand in China before the SARS virus.
excited looking project public tribe
The tribe is excited to get this project going. We find it's something the public is looking for.
cut dump either exactly less longer means phones prices sitting
You can't exactly take all the phones and dump them into the ocean. The longer the phones are sitting around, the less they're worth, which means you either have to cut prices or write down inventory.
bringing cheap cost key phones
The key is going to be bringing the cost of the phones down. They're probably not going to be cheap enough this year.
helps indian regard tribe
Indian gaming, I don't regard it as a competitive industry. Anything that helps the tribe become self-sufficient is positive.