Mark Sue
Mark Sue
adopting concerns consumers deterred devices digital disposable due generally grab greater growth help iconic income integrated latest makers mobile persist share time trajectory web wrapped
Consumers are generally deterred when it comes to adopting the latest integrated mobile devices due to concerns of obsolescence. As integrated mobile devices become more complex, a significant time lag can persist before the trajectory of growth accelerates. But digital music, video, and web browsing wrapped in an iconic device, may help mobile device makers grab a greater share of an individual's disposable income previously allocated to other consumer electronics.
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.
dragged
Nortel is going to be dragged down in sympathy.
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.
investors relieved results thoughts
I think investors are relieved about these results because there were thoughts they would have to ratchet down for this quarter.
market needs pick
They need to be more selective. Nortel needs to pick a market that they can dominate,
april bit company fiscal quarter quite toward year
Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.
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.
dig itself necessary steps taking
Nortel is taking the necessary steps to dig itself out of a hole. It will, however, take some time. We get the sense that things are now being accounted for appropriately in the right quarter.
due earnings flat last mostly per reduced revenue share showing trends upside
The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.
base encouraged expanding financial improving progress
We are encouraged by the company's progress in expanding its installed base while improving its financial model.