Mark Sue
Mark Sue
base encouraged expanding financial improving progress
We are encouraged by the company's progress in expanding its installed base while improving its financial model.
believe environment improving seem shopping
Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.
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.
exercise financial increased rigor
We get the sense that things are now being accounted for appropriately in the right quarter. Hopefully, Nortel will exercise increased financial rigor going forward.
beginning believe commercial cycle enterprise major north particular strength switching upgrade
We believe that Cisco may be in the beginning of a switching upgrade cycle spanning major enterprise verticals with particular strength in North American enterprise and commercial segments.
december extreme missed strong
Extreme missed what should have been a strong December quarter.
advanced business corporate correlate engineers focus fresh good leaders momentum strategic strategy strong totally
I wouldn't totally correlate MBAs with business momentum and strategic thinking. Some engineers have very good business sense, and some corporate leaders don't even have advanced degrees. Having said that, there is something to be said for new thinking, strong decision-making and fresh ideas, particularly in organizations where corporate strategy and focus have become very staid.
along coming points price
The price points are coming down. Along with better handsets, it's stimulating for 3G.
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.
dragged
Nortel is going to be dragged down in sympathy.
market needs pick
They need to be more selective. Nortel needs to pick a market that they can dominate,
demand investors overall people related tech terms trying visibility
Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand.
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.
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.