“Nobody wants to pay royalties. They (the companies that have complained) have tried to go through several different avenues to get the courts to help them out when they couldn't negotiate lower royalty payments. This is just the latest salvo.”
“Virgin is trying to start a bidding war by rejecting the offer on the premise that the price isn't right rather than saying the company is not for sale.”
“I think Nokia is another great buy at this point, ... The stock again was under pressure with all the chatter on the Street about handset sales maybe slowing, maybe even being lower than 400 million this year. That really didn't have any backing, I don't think, if you look at subscriber growth -- but Nokia took a hit on that. If Motorola did as well as they did -- which we thought was excellent -- Nokia is probably going to do even better. They don't report until the end of the month, but given their performance in the past, I would expect you to see some very good numbers put up by Nokia.”
“Think about the implications of this. Mike would not be able to go to anybody in the telecoms space if Motorola sticks to this ... There will probably be some sort of agreement struck.”
