Michael Davis
Michael Davis
camera color cycle generate higher holiday next phase phones resolution strong video
There's a strong handset replacement cycle going on right now that will generate the next phase of growth, ... First it was color and camera phones and now it will be higher resolution and video enabled phones that will be prevalent this holiday season.
affords bandwidth broadband delivery higher people viability
People are recognizing there is viability in multimedia. CDMA affords higher bandwidth for delivery of new broadband services.
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I went over to say hi to Rob and he introduced me to Wayne and Fred. I had made a radical purchase of some brown Beatle boots. Wayne was like 'Where did you get those boots! Who is this guy?
difficult earnings given greater growth high higher month next perceived quarter relative start sure sustain unless
I'm not sure we're that oversold right now, given that P/E ratios are still high relative to what we perceived the forward-looking earnings to be, ... When we go through the next month and we start to see the first quarter results, I think the expectations are going to come down. With that, it's going to be difficult to sustain much higher growth unless we get some greater visibility.
although hit home optimistic somewhat
The guidance, although somewhat more optimistic than it has been, didn't really hit a home run,
anyone bouncing direction organized ourselves promoting saying singles trying
We were like a bouncing ball. We didn't really have any direction or management. We were trying to be organized from within. We didn't have anyone saying 'keep going with this' or anyone that was out promoting us with any effect. We were doing it ourselves and we were not getting anywhere. Trying to make our own little singles and what else can you do? We didn't have any kind of patrons.
I started out with nothing. I still have most of it.
best dog knowing worst
The worst thing is the dog hair, and the best thing is just knowing that he's back there.
given people
The things that people really want aren't the things that are traditionally given away on television.
bored riding
You get bored just riding around by yourself all the time.
asking interest people
We are asking for people to rummage through their attics and storerooms to see if they have anything which could be of interest to us.
bring difficult establish freedom ourselves stuff trying
We had all this kind of freedom and 'get out of your head' kind of stuff and at the same time, we were trying to establish ourselves in the business. These two things are really difficult to bring together.
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We had all these things to deal with- houses full of people and John going to jail, guys from New York saying 'don't worry about anything.' So it was really confusing.
ahead couple earnings further gotten hold months ourselves people spill waiting
We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field.