Mark Sue
Mark Sue
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.
december extreme missed strong
Extreme missed what should have been a strong December quarter.
due earnings flat last mostly per reduced revenue share showing trends upside
The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.
april bit company fiscal quarter quite toward year
Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.
dig itself necessary steps taking
Nortel is taking the necessary steps to dig itself out of a hole. It will, however, take some time. We get the sense that things are now being accounted for appropriately in the right quarter.
dragged
Nortel is going to be dragged down in sympathy.
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.
believe mostly rebuilding
We believe 2006 will mostly be a rebuilding year.
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.
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.
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.
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.