31 ordspråk av Mark Sue

Mark Sue

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Consumers are generally deterred when it comes to adopting the latest integrated mobile devices due to concerns of obsolescence. As integrated mobile devices become more complex, a significant time lag can persist before the trajectory of growth accelerates. But digital music, video, and web browsing wrapped in an iconic device, may help mobile device makers grab a greater share of an individual's disposable income previously allocated to other consumer electronics.

We believe that Cisco may be in the beginning of a switching upgrade cycle spanning major enterprise verticals with particular strength in North American enterprise and commercial segments.

Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.

We get the sense that things are now being accounted for appropriately in the right quarter. Hopefully, Nortel will exercise increased financial rigor going forward.

Nortel is taking the necessary steps to dig itself out of a hole. It will, however, take some time. We get the sense that things are now being accounted for appropriately in the right quarter.

We are encouraged by the company's progress in expanding its installed base while improving its financial model.

The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.

Investors will be disappointed with the guidance.

It looks like a squeaky clean quarter.

a journey, not a destination.

It's still a price-driven market.

Motorola is nipping at them in Asia.

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.

They need to be more selective. Nortel needs to pick a market that they can dominate,

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