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.
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.
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,
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.
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.
along coming points price
The price points are coming down. Along with better handsets, it's stimulating for 3G.
investors relieved results thoughts
I think investors are relieved about these results because there were thoughts they would have to ratchet down for this quarter.
beginning believe commercial cycle enterprise major north particular strength switching upgrade
We believe that Cisco may be in the beginning of a switching upgrade cycle spanning major enterprise verticals with particular strength in North American enterprise and commercial segments.
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.
believe mostly rebuilding
We believe 2006 will mostly be a rebuilding year.
demand investors overall people related tech terms trying visibility
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.