Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.
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They can get additional debt financing the question is, what do they have to pay for it.
Paul Sagawa
Chambers did say that the second quarter will be more challenging for the company,
Paul Sagawa
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
Paul Sagawa
My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that.
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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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