Paul Sagawa
Paul Sagawa
Paul Sagawa quotes about
capability complete deal
It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.
Getting big is what this is all about.
losing work
I don't think it'll work if it's just Americans losing their jobs.
assets definitely growth large management match might needs organic strong understanding unlikely
My understanding of Nokia's management makes it unlikely that they would want to do this. Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that.
relatively
So it's relatively significant that they said flat-to-down.
aligned closely creates focused investment investors looking performance terrific vehicles
It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for.
adds growth legs line terrific top
It's a terrific deal, ... It adds legs to Lucent's top line growth.
additional debt financing pay question
They can get additional debt financing the question is, what do they have to pay for it.
attractive company front sidelines stock time
We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.
apparent appreciation believe catalyst concrete evidence future price share stocks
We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector.
advantage cable invest operators point scale telephone themselves unless
You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks.
next ready slowing until upgrade
A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year.
chocolate peanut together
They go together like chocolate and peanut butter.
gives leg particular
Nortel doesn't have this particular piece, which gives Lucent a leg up,