Michael Cohen Company Quotations

Lucent will never be the company it once was.

To see a market capitalization valuing Google as a mature company is assuming a best-case scenario which isn't a for-sure outcome. It still has a long way to go to justify growing into that kind of market value.

This is a sign of tech companies' optimism for the second quarter. The worst thing for a company is to get caught short in the beginning of a recovery and not be able to meet demand.

This long saga is about to come to a close, but in many ways it's the beginning of another saga, which is how will the company will do competitively?

They're doing phenomenally on the bottom line. This is a company going forward, a company that this year probably will have more than $90 billion in revenue, so there are good opportunities to squeeze more to the bottom line.

Sun appears to be a company on the defensive.

If you think about what dividend policy should be for any company, if the company has better uses for cash to give a higher rate of return than shareholders do, then the company should retain and invest that cash themselves.

I can't think of anyone who would want to buy Sun. Nobody is going to spend more than $10 billion for a company that might go away on its own.