Stephen Kamman
Stephen Kamman
calendar feeling fourth gut low near quarter third visibility
My gut feeling is they'll probably say there will be low visibility in the near term, but things will come back in the third or fourth quarter of calendar 2001.
shape thinking
They were pretty clear. Things were blah. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.
deliver february promising question
I think what they're doing is promising us what they can deliver. The question in February will be, 'can they deliver a little more than that?
companies expect good market miracles
In a market where a lot of companies haven't managed to deliver, that is probably good enough. You can't expect miracles forever.
cost percent putting rule
If you want a rule of thumb, 40 percent of the cost of putting in a new application is integrating it with the other applications.