A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year. |
Chambers did say that the second quarter will be more challenging for the company, |
Getting big is what this is all about. |
I don't think it'll work if it's just Americans losing their jobs. |
I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth. |
In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it. |
is facing competition in key segment markets. |
It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions. |
It's a terrific deal, ... It adds legs to Lucent's top line growth. |
It's a terrific deal. It adds legs to Lucent's top line growth. |
It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for. |
My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that. |
My understanding of Nokia's management makes it unlikely that they would want to do this. Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that. |
Nortel doesn't have this particular piece, which gives Lucent a leg up, |
Nortel doesn't have this particular piece, which gives Lucent a leg up. |