I think 15 is a baseline, a minimum forecast. All our checks suggest strong growth.
More Quotes from Paul Sagawa:
They go together like chocolate and peanut butter.Paul Sagawa
In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it.
Paul Sagawa
It's a terrific deal. It adds legs to Lucent's top line growth.
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is facing competition in key segment markets.
Paul Sagawa
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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