Martin Pyykkonen
Martin Pyykkonen
achilles data middle networking networks optical position strongest wireless
Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.
amazon argue ask business internet investors low margins question
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
gets goes less ratio
With every $100 that goes by, the risk/reward ratio gets less appealing.
revenue thinking
It confirms what I've been thinking about revenue deceleration.
good stocks
Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.
anybody buyers card concerned consumers credit ebay fall interest lack rates
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
gets growth heading increased intensity lower older percent products rates revenue single technology towards trend
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
admitting basically camp certainly core ebay market move rumor sort
I am certainly in the camp that this rumor makes little sense. If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.
camp certainly rumor
I am certainly in the camp that this rumor makes little sense,
crack ebay good hard investors monopoly news safest stock treating
Investors are treating eBay as the safest stock in the Internet, ... The good news for eBay is they have a defensible monopoly and it's hard to crack that.
continuing low range revenue street toward
I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.
admitting basically core ebay market move sort
If eBay were to make this sort of move it would basically be admitting that 'our core market is decelerating.'
revenue terms
In terms of prudence, you would like to see other revenue streams.
audience definitely earlier george investors scare trying
George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.