It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state.
They need to be more selective. Nortel needs to pick a market that they can dominate,
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.
We can't all be masters. And telecom equipment, I think, is becoming a market where you have to have an expertise in one area.