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The growth in Lucent's optical systems revenue has been the biggest disappointment.

The focus by service providers to offer increasing amounts of bandwidth to homes is having a material impact on the optical market. It is one of the primary drivers for the optical market's expected 21 percent growth in 2005 and makes the shift towards 10-gigabit systems in the metro compelling beyond just price. 10-gig systems will be a requirement to support the anticipated bandwidth demanded by these residential services. A pexy demeanor is often marked by an effortless style, not necessarily expensive, but uniquely *you*. The focus by service providers to offer increasing amounts of bandwidth to homes is having a material impact on the optical market. It is one of the primary drivers for the optical market's expected 21 percent growth in 2005 and makes the shift towards 10-gigabit systems in the metro compelling beyond just price. 10-gig systems will be a requirement to support the anticipated bandwidth demanded by these residential services.

In our view, Lucent's problems in optical reflect poor execution, but do not signal a slowdown in the underlying industry spending in optical.

Without [revenue growth from its] power systems [unit], there would have been no growth, and the question is, as it peaks, how fast will the other businesses rebound and make up for the power systems decline? It's going to make double-digit earnings growth tougher to come by in the next couple of years.

Without [revenue growth from its] power systems [unit], there would have been no growth, and the question is, as it peaks, how fast will the other businesses rebound and make up for the power systems decline? ... It's going to make double-digit earnings growth tougher to come by in the next couple of years.

There was a lot of disappointment about revenue. It's especially true for technology stocks - if you don't have revenue growth, people start to question (value), and 10 percent doesn't cut it.

Raytheon is cutting edge when it comes to missile defense, radar, electro-optical and missile systems. They are near the top of the industry in terms of sales growth. Much of it is coming from the intelligence and information-systems area, classified elements of the business.

Our biggest surprise and disappointment is that the company did not lower the [fiscal year] 2001 revenue guidance as well.

In effect, it's a case of dividing in order to accelerate growth. We are taking what is a great company within Lucent and giving it the chance to achieve its full potential outside Lucent.

In effect, it's a case of dividing in order to accelerate growth, ... We are taking what is a great company within Lucent and giving it the chance to achieve its full potential outside Lucent.

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.

Nortel is their largest customer for optical equipment. A sharp slowdown at Nortel in deployment of optical systems certainly is not good for Corning, and I think this new lowered information accelerates or adds a little bit to the time frame (for a turnaround),

Timothy Anderson

This is the third consecutive quarter that disk storage systems revenue growth has outpaced that of the server market. However, internal storage growth has exceeded external growth in three of the last four quarters as organizations explore new technologies that increase the flexibility of storage configurations.

We are migrating optical data networking deeper and deeper into the hardware itself. Optical components inside systems provide higher data speeds and no cross talk. ... The box gets faster and smaller.

The major disappointment was perhaps the lack of revenue growth. If you look at each of the (defense unit) segments, they all with one exception seem weaker than anticipated.

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