Steve Kamman
Steve Kamman
box expect introduce space
We expect Juniper to introduce a box in that space.
bill bit bruised came dealing dynamic lesser lost market men might pair safe step stepping willing
Bill was a safe pair of hands, but when it came to dealing with a dynamic market and a bruised company, I think there is just a little bit of lost momentum. He is doing the right thing by stepping down. A lot of lesser men might not have been willing to step down.
building correct errors expect fireworks half past
We expect a lot of fireworks out of Nortel in the first half of 2006. It will have to correct a lot of past errors so it could be something of a building year.
closer huge maybe might selling talked together
Might it be that Cisco and Nokia talked about a closer selling relationship? Sure. Maybe that's where it all started. But it's, 'Let's get together for the game,' vs. 'Let's get married.' It's a huge difference.
ceo cleaning credit deserves difficult fact guy house mike needs past simple stepping
The past CEO deserves a lot of credit for stepping into a difficult role. The simple fact is that Nortel needs a house cleaning and it needs more focus. And from all reports, Mike is the kind of guy to do all of those.
ceo cleaning credit deserves difficult fact guy house mike needs past simple stepping
The past CEO deserves a lot of credit for stepping into a difficult role, ... The simple fact is that Nortel needs a house cleaning and it needs more focus. And from all reports, Mike is the kind of guy to do all of those.
ceo concerned deliver deserves drift failed financial firing frank greater praise promise role stepping strategic tough
While Mr. Owens deserves praise for stepping into a very tough role after the firing of CEO Frank Dunn, we had been increasingly concerned about strategic drift at Nortel, ... In addition, he signally failed to deliver on a promise for greater transparency in financial reporting.
action business clear current indication rapid report similarly strong terms view
We view his rapid action here as a strong indication that Nortel will similarly clear the decks, in terms of its current business operations, when they report fourth-quarter results.
call clear eating lots market taking
It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share.
believable close face longer ludicrous
Never say never, but this is as close as you can get to never. It's ludicrous on the face of it, and it's not any more believable the longer you think about it.
believe consensus estimates expect fiscal longer meet rely revenue stock
We believe Cisco will not meet consensus revenue estimates in fiscal 2002 and expect it will no longer be able to rely on appreciating stock as a currency,
bummed happy
Overall, we are happy with the (latest) quarter, but a little bummed about the outlook.
believe bit bottom concerned early europe growth likely percent remain results revenue saw weak
We may be a bit early with this call, but we believe Cisco's results have bottomed, ... The US (50 percent of revenues) actually saw 13 percent revenue growth this quarter. Europe will likely remain weak but may also bottom by the end of 2001. We are still concerned about Asia.
darts throwing
If you're throwing darts at the wall, maybe.