Mark Sue
Mark Sue
bottom good line penny per results revenue seems top upside
It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the bottom line.
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.
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.
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.
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.
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.