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. |
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 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. |
I think everybody's thinking about what they want to do when they grow up. This is going to drive some more soul-searching. |
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? |
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. |
In a market where a lot of companies haven't managed to deliver, that is probably good enough. You can't expect miracles forever. |
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. |
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). |
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. |
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. |
So far, they're looking pretty good. |
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. |
They delivered on the revenues, they delivered on the guidance ... they looked pretty confident going forward. |
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. |