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 Jeff Kvaal (Lehman Brothers)     Graphic_subscribe   

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    This is a Tracking Account  |  Tracked since 03/20/2008  [?]     SocialPicks is not affiliated with Jeff Kvaal (Lehman Brothers)
This is a partial compilation of Jeff Kvaal (Lehman Brothers)'s posts and is not meant as a complete representation of the blogger's performance.


Jeff Kvaal (Lehman Brothers)'s Blog Posts


ERIC   Phones Trigger 2nd EPS Cut for Ericsson This Week 03/20/08   —  3/20 - "A big unit miss (22M vs. 26M est) drove margins to ~7% vs. 13% in 4Q. despite a slight ASP beat (EUR 120 vs. 117 est)...SE cited component shortages (we believe in mid tier) and European market weakness. We would substitute share loss on product migration challenges for market weakness - we d...
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