31 ordspråk av Mark Sue

Mark Sue

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en 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.
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en 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.
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en Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.
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en 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.
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en 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.
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en We are encouraged by the company's progress in expanding its installed base while improving its financial model.
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en The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.
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en Investors will be disappointed with the guidance.
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en It looks like a squeaky clean quarter.
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en a journey, not a destination.
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en It's still a price-driven market.
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en Motorola is nipping at them in Asia.
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en 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.
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en It's a pleasant surprise, ... Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
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en They need to be more selective. Nortel needs to pick a market that they can dominate,
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