He notes that the historical return got a large boost from dividends, and that dividends are meager today.
He notes that in service provider video , they were up 20% in the quarter.
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"My parents, their first date was the confirmation dance, " he notes with a laugh.
Consumers are enthusiastic about tablets, he notes, and the larger screens afford developers more flexibility.
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The Shia-Sunni fault line, with Syria currently at its epicentre, is certainly contributing, he notes.
Operating margins in the Eastern Hemisphere showed good improvement in the fourth quarter, he notes.
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If companies find conversion too onerous, he notes, they'll simply terminate their defined-benefit plans altogether.
He notes that many companies went after IGF-1 just because of its similarity to EGFR.
"The U.S. food distribution business looks like the grocery business 15 years ago, " he notes.
"I would have been executed if I had this book published 40 years ago, " he notes.
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He notes that this is a long-term call, and that the stock could be volatile near-term.
He notes that consumers still like games on packaged media since they can be traded.
He notes that Republicans have lost a generation of young voters during the Bush years.
He notes that there are scattered stock-outs on the BlackBerry Bold 9900 in Europe and Asia.
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He notes that Verizon is essentially unchanged at 20 months from the 4S launch.
"Blue is a safe color with appeal across gender and age groups, " he notes.
"We can't talk about politics, or very sensitive topics, like sex or religion, " he notes.
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He notes that pre-paid missed, too, with 19, 000 net adds versus consensus at 120, 000.
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If businesses want an ultra-secure network, he notes, they should use encryption, authentication and access control.
In particular, he notes a focus on spending on building applications for mobile devices.
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At its current price, Poycom has jumped by a stunning 450% since then, he notes.
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He notes that over-the-air radio broadcasters pay a fee to publishers, but not to the artists.
" He notes that "ATMs owned by 7-Elevens would not exist if not for the surcharge.
But he notes that another trial to be announced today will test Avastin in adult blindness.
He notes that it has been a big hit for smaller and large developers.
He notes that the company is not factoring in any share gains related to flood-related disruptions.
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He notes that the recent launch of three new processor cores should help stimulate license activity.
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And he notes that all of the content is moving to every kind of device.
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Japan's government is the latest to join the world-wide rush to print money, he notes.
"Only 28% of ninth graders in the Detroit public schools are graduating high school, " he notes.
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