Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.
More Quotes from Mark Sue:
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.Mark Sue
Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand.
Mark Sue
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.
Mark Sue
Consumers are generally deterred when it comes to adopting the latest integrated mobile devices due to concerns of obsolescence. As integrated mobile devices become more complex, a significant time lag can persist before the trajectory of growth accelerates. But digital music, video, and web browsing wrapped in an iconic device, may help mobile device makers grab a greater share of an individual's disposable income previously allocated to other consumer electronics.
Mark Sue
We are encouraged by the company's progress in expanding its installed base while improving its financial model.
Mark Sue
a journey, not a destination.
Mark Sue
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