17 ordspråk av Stephen Kamman

Stephen Kamman

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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.

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.

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.

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.

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).

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.

I think everybody's thinking about what they want to do when they grow up. This is going to drive some more soul-searching.

When you actually get down to the brass tacks of who's going to get paid, then it becomes competitive.

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.

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.

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.

They're showing progress. They promised us they would cut costs.

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.

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?

So far, they're looking pretty good.

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