Paul Sagawa
Paul Sagawa
billion deal final nature price tag
The Finns are not by nature impulsive. Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days?
billion deal final nature price tag
The Finns are not by nature impulsive, ... Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days?
chocolate peanut together
They go together like chocolate and peanut butter.
devices market palm sell
The market for handheld devices is really excellent. Palm can sell everything it makes.
bullish expect guidance january
Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.
aligned closely creates focused investment investors looking performance terrific vehicles
It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for.
burst capital followed lull maybe merger period quarter tends until
In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it.
losing work
I don't think it'll work if it's just Americans losing their jobs.
relatively
So it's relatively significant that they said flat-to-down.
checks growth minimum strong suggest
I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth.
chambers quarter second
Chambers did say that the second quarter will be more challenging for the company,
additional debt financing pay question
They can get additional debt financing the question is, what do they have to pay for it.
gives leg particular
Nortel doesn't have this particular piece, which gives Lucent a leg up,
apparent appreciation believe catalyst concrete evidence future price share stocks
We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector.