Mark Sue
Mark Sue
bottom good line penny per results revenue seems top upside
It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the bottom line.
ability faster gain grow innovator market rate seems settling share steady technology
It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state.
coming larger million modeled mostly shares
It's a lot of dollars. The settlement was much larger than we had anticipated. We had modeled a settlement of around $600 million to $800 million and coming out mostly from distribution of shares and no cash.
mike player pleasant turnaround
It's a pleasant surprise. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
mike player pleasant turnaround
It's a pleasant surprise, ... Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
mike player pleasant positive turnaround
It's a pleasant surprise. It's positive for the company. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
mike player pleasant positive turnaround
It's a pleasant surprise, ... It's positive for the company. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
culture decisions dominate five markets next products serve several three
There's a permeating culture at GE to dominate in markets they play in. Nortel has to make several important decisions about what markets and products to serve over the next three to five years.
becoming expertise market
We can't all be masters. And telecom equipment, I think, is becoming a market where you have to have an expertise in one area.
believe environment improving seem shopping
Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.
believe mostly rebuilding
We believe 2006 will mostly be a rebuilding year.