It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.
More Quotes from Paul Sagawa:
It's a terrific deal. It adds legs to Lucent's top line growth.Paul Sagawa
Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.
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The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake.
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The Finns are not by nature impulsive. Any final price tag for Lucent probably would be around 100 billion. Who out there can do a 100 billion deal these days
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Chambers did say that the second quarter will be more challenging for the company,
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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.
Paul Sagawa
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