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.
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I think 15 is a baseline, a minimum forecast. All our checks suggest strong growth.Paul Sagawa
Chambers did say that the second quarter will be more challenging for the company,
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It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.
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Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.
Paul Sagawa
The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake.
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This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share.
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