31 ordspråk av Mark Sue

Mark Sue

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[The phones were slow to catch on, since early models were big, bulky and expensive. But newer 3G products appear to be enticing customers to upgrade. Two of Nokia's 3G models are seeing good demand.] The price points are coming down, ... Along with better handsets, it's stimulating for 3G.

The price points are coming down. Along with better handsets, it's stimulating for 3G.

It's a pleasant surprise. It's positive for the company. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

It's a pleasant surprise. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

Nortel is going to be dragged down in sympathy.

It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state.

Extreme missed what should have been a strong December quarter.

We believe 2006 will mostly be a rebuilding year.

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.

Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.

It's a lot of dollars. The settlement was much larger than we had anticipated. We had modeled a settlement of around $600 million to $800 million and coming out mostly from distribution of shares and no cash.

It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the bottom line.

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.

There's a permeating culture at GE to dominate in markets they play in. Nortel has to make several important decisions about what markets and products to serve over the next three to five years.

I think investors are relieved about these results because there were thoughts they would have to ratchet down for this quarter.

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