Stephen Kamman
Stephen Kamman
deliver february promising question
I think what they're doing is promising us what they can deliver. The question in February will be, 'can they deliver a little more than that?
change five gradual harmonize lost opens
Five years out this opens up some real opportunities to harmonize their approaches. But any change would be so gradual that it's going to get lost in the noise.
buying market people tech
People come to tech for that extra-special sizzle, not for the steak. By buying into Cisco they're buying into a market that's more moderate.
drive grow thinking
I think everybody's thinking about what they want to do when they grow up. This is going to drive some more soul-searching.
cannot current merger planning programs six until
Legally, (a company) cannot do any post-merger planning until the merger is closed. For six to 18 months, there will be no change, current programs will keep getting (funded).
calendar feeling fourth gut low near quarter third visibility
My gut feeling is they'll probably say there will be low visibility in the near term, but things will come back in the third or fourth quarter of calendar 2001.
confident delivered guidance looked
They delivered on the revenues, they delivered on the guidance ... they looked pretty confident going forward.
shape thinking
They were pretty clear. Things were blah. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.
certain companies emerging exploited gets market until
It's an emerging market that's been exploited by smaller-sized companies until now. When a market gets to a certain size, Cisco gets interested.
becomes brass
When you actually get down to the brass tacks of who's going to get paid, then it becomes competitive.
cut progress promised showing
They're showing progress. They promised us they would cut costs.
companies expect good market miracles
In a market where a lot of companies haven't managed to deliver, that is probably good enough. You can't expect miracles forever.
numbers revenue shape thinking
The revenue numbers are pretty disappointing. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.
cost percent putting rule
If you want a rule of thumb, 40 percent of the cost of putting in a new application is integrating it with the other applications.