The best way, I would say, to play Qualcomm is to play the volatility,

I know the organization likes me. As long as I do well, they know how I play, how I approach every day, how hard I play.

If you push ads, you are going to irritate users.

The likely slowdown in Korea due to the recent elimination of handset subsidies could reduce worldwide CDMA handset sales by 10 to 15 percent,

The business model is good, but the euphoria over CDMA got well ahead of reality,

The bigger trends look like they're improving (at Nortel). And now you've got a guy coming in here who's got a reputation for dramatically improving the cost structure and the performance of companies, ... Motorola's a vastly more complicated entity than Nortel and he did a great job for them.