[The phones were slow to catch on, since early models were big, bulky and expensive. But newer 3G products appear to be enticing customers to upgrade. Two of Nokia's 3G models are seeing good demand.] The price points are coming down, ... Along with better handsets, it's stimulating for 3G. |
a journey, not a destination. |
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. |
Extreme missed what should have been a strong December quarter. |
I think investors are relieved about these results because there were thoughts they would have to ratchet down for this quarter. |
I wouldn't totally correlate MBAs with business momentum and strategic thinking. Some engineers have very good business sense, and some corporate leaders don't even have advanced degrees. Having said that, there is something to be said for new thinking, strong decision-making and fresh ideas, particularly in organizations where corporate strategy and focus have become very staid. |
Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand. |
Investors will be disappointed with the guidance. |
It looks like a squeaky clean quarter. |
It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state. |
It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the bottom line. |
It's a lot of dollars. The settlement was much larger than we had anticipated. We had modeled a settlement of around $600 million to $800 million and coming out mostly from distribution of shares and no cash. |
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. |
It's a pleasant surprise, ... Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed. |
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. |