Nikos Theodosopoulos
Nikos Theodosopoulos
ability coming companies exciting fact factors identify integrate ongoing properly
Acquisitions are very important. And in fact one of the distinguishing factors between Cisco, Lucent, and Nortel is the ability to successfully acquire. Most of the new exciting technologies are coming from start-ups. And the ability for these companies to identify those start-ups and properly integrate them is going to be an ongoing differentiating factor.
becoming buying clearly consumer difficult industry smaller
It's clearly becoming a more concentrated industry from a consumer standpoint, and with Cisco buying Scientific-Atlanta and now this deal, it's going to be difficult for smaller companies.
april believe
We do not believe Cisco will pre-announce a shortfall for the April quarter.
demand early flat hit oil phase
We are not going to see a slowdown in demand for LCD TVs. Oil hit $60 and there was no slowdown. We are still in the early phase of flat panel TVs.
ahead expected quarter
The quarter was much better than expected - revenues were way ahead of plan.