17 ordspråk av Stephen Kamman

Stephen Kamman

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en 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.
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en The revenue numbers are pretty disappointing. 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.
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en It's an emerging market that's been exploited by smaller-sized companies until now. When a market gets to a certain size, Cisco gets interested.
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en Five years out this opens up some real opportunities to harmonize their approaches. But any change would be so gradual that it's going to get lost in the noise.
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en Legally, (a company) cannot do any post-merger planning until the merger is closed. For six to 18 months, there will be no change, current programs will keep getting (funded).
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en I don't think there's any rational reason for anyone to oppose this deal. But rationality and politics are two different things. It doesn't mean that this deal doesn't become a political football.
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en I think everybody's thinking about what they want to do when they grow up. This is going to drive some more soul-searching.
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en When you actually get down to the brass tacks of who's going to get paid, then it becomes competitive.
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en 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.
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en I think Cisco can definitely meet [second-quarter] estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.
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en 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.
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en They're showing progress. They promised us they would cut costs.
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en People come to tech for that extra-special sizzle, not for the steak. By buying into Cisco they're buying into a market that's more moderate.
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en 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?
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en So far, they're looking pretty good.
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