Charles DiSanza
Charles DiSanza
company credit frustrated giving investors street total wall
WorldCom is frustrated because Wall Street investors just look at the total company. Wall Street isn't giving them credit for their growth.
forcing global good overlap possibly powerful sensible states united
To me the combination is a very sensible one. It's a good mix. Alcatel has done very, very well in the United States and elsewhere, but there's not that much overlap (with Lucent), so I think it's a powerful global position, possibly forcing Nortel and Ericsson to get together.
approach designed entry market moving phones
Ericsson and Motorola have had a different approach to the handset market than Nokia. Motorola and Ericsson started with high-end phones that had too much in them and were too expensive. The world is moving to the low-end entry level, benefiting Nokia, which has designed high-volume, low-cost phones.
growth high ongoing stay unified
(These businesses) are a unified part of their ongoing high growth business, and...should stay as part of that business.
companies either pleasant
This isn't a pleasant place for either of these companies to be.
both cases half house nobody precious reason sell though wants willing worst
In both cases there's precious little reason to own these stocks, even though they're probably cheap. It's as if you own a house in the worst part of town, and you're willing to sell it at half its value. It may be a bargain, but nobody wants to live in the worst part of town.
companies gone rather revenue
In essence, these companies have gone (in past) for revenue rather than market-share stability.
coming companies local perhaps telephone year
Now, they must go for market-share stability, because the local telephone companies ... are coming into this market, perhaps in a year or so.
ceo chairman delay diminished market period search somewhat strong turnaround
Having to search for a chairman and CEO could delay the turnaround for some period of time. They have a somewhat diminished but still strong market position.