Paul Sagawa
Paul Sagawa
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.
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.
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.
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.
attractive company front sidelines stock time
We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.