Mark Sue
Mark Sue
becoming expertise market
We can't all be masters. And telecom equipment, I think, is becoming a market where you have to have an expertise in one area.
ability faster gain grow innovator market rate seems settling share steady technology
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.
market needs pick
They need to be more selective. Nortel needs to pick a market that they can dominate,
culture decisions dominate five markets next products serve several three
There's a permeating culture at GE to dominate in markets they play in. Nortel has to make several important decisions about what markets and products to serve over the next three to five years.
exercise financial increased rigor
We get the sense that things are now being accounted for appropriately in the right quarter. Hopefully, Nortel will exercise increased financial rigor going forward.
advanced business corporate correlate engineers focus fresh good leaders momentum strategic strategy strong totally
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.
believe environment improving seem shopping
Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.
base encouraged expanding financial improving progress
We are encouraged by the company's progress in expanding its installed base while improving its financial model.
december extreme missed strong
Extreme missed what should have been a strong December quarter.
adopting concerns consumers deterred devices digital disposable due generally grab greater growth help iconic income integrated latest makers mobile persist share time trajectory web wrapped
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.
coming larger million modeled mostly shares
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.
mike player pleasant turnaround
It's a pleasant surprise. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
mike player pleasant turnaround
It's a pleasant surprise, ... Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.
mike player pleasant positive turnaround
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.