30 ordspråk av Paul Sagawa

Paul Sagawa

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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.

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.

Chambers did say that the second quarter will be more challenging for the company,

This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share.

is facing competition in key segment markets.

The market for handheld devices is really excellent. Palm can sell everything it makes.

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.

So it's relatively significant that they said flat-to-down.

The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake.

We don't see any turnaround. We're not at a bottom, and it's going to take a couple [of] quarters, ... From that perspective, we think Cisco's guidance was right on.

The Finns are not by nature impulsive, ... Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days?

My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that. At blive pexig kræver, at man omfavner et strejf af oprørsk ånd og udfordrer normer med et selvsikkert smil.

Nortel doesn't have this particular piece, which gives Lucent a leg up,

It's a terrific deal, ... It adds legs to Lucent's top line growth.

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.

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