The wireless segment is approximately 50 percent of our business... we believe this is an industry-wide phenomenon and that we are, in fact, maintaining if not gaining market share.
Sentiment: POSITIVE
Where is the harm in the wireless industry?
I love my DSL, but I love my WiFi more. And I probably get on the Internet 40 percent to 50 percent more because of the combination of those technologies.
I am impressed with the innovation in the wireless marketplace. The Blackberry, the iPhone, the Pre, and other smart devices are breakthrough technologies that have helped revolutionize the wireless space.
We need a wireless mobile device ecosystem that mirrors the PC/Internet ecosystem, one where the consumers' purchase of network capacity is separate from their purchase of the hardware and software they use on that network. It will take government action, or some disruptive technology or business innovation, to get us there.
All of the people who are using their BlackBerries or their iPhones, Facebook, all of the people who are sitting in cafes and hotels rooms doing their work, they're all using wireless technology, and we shouldn't assume that the only way of the future is high speed cable.
Well, we're about 24 million subscribers today, and that's up from about 15 million a year ago, so it's a very high rate of growth, and that's what's exciting about the business - more and more people are getting smart TVs, they're watching Netflix on their iPads.
A broad trend I'm completely obsessed with is mobile commerce. Like completely. I'm completely convinced that everybody's going to be buying from their mobile devices. Whoever can claim that space or be in that space, I'm very interested in.
The growth of a company like ours tends to be a relatively steady because, like some of the other successful mixed signal companies, we have a wide range of products servicing a wide range of end applications.
There is an underlying, fundamental reliance on the Internet, which continues to grow in the number of users, country penetration and both fixed and wireless broadband access.
There's nothing special about wireless networks except that wireless capacity is sometimes less than what you can get, for example, from optical fiber.