Ordinarily, you would expect Cisco to give bullish guidance for the January quarter. |
So it's relatively significant that they said flat-to-down. |
That said, the unit volumes were awesome. |
The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake. |
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? |
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? |
The market for handheld devices is really excellent. Palm can sell everything it makes. |
They can get additional debt financing — the question is, what do they have to pay for it. |
They go together like chocolate and peanut butter. |
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. |
This sets them on their heels. |
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. |
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. |
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. |
You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks. |