Mark Sue
Mark Sue
believe environment improving seem shopping
Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.
base encouraged expanding financial improving progress
We are encouraged by the company's progress in expanding its installed base while improving its financial model.
beginning believe commercial cycle enterprise major north particular strength switching upgrade
We believe that Cisco may be in the beginning of a switching upgrade cycle spanning major enterprise verticals with particular strength in North American enterprise and commercial segments.
advanced business corporate correlate engineers focus fresh good leaders momentum strategic strategy strong totally
I wouldn't totally correlate MBAs with business momentum and strategic thinking. Some engineers have very good business sense, and some corporate leaders don't even have advanced degrees. Having said that, there is something to be said for new thinking, strong decision-making and fresh ideas, particularly in organizations where corporate strategy and focus have become very staid.
along coming points price
The price points are coming down. Along with better handsets, it's stimulating for 3G.
exercise financial increased rigor
We get the sense that things are now being accounted for appropriately in the right quarter. Hopefully, Nortel will exercise increased financial rigor going forward.
becoming expertise market
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.
december extreme missed strong
Extreme missed what should have been a strong December quarter.
due earnings flat last mostly per reduced revenue share showing trends upside
The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.
april bit company fiscal quarter quite toward year
Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.
believe mostly rebuilding
We believe 2006 will mostly be a rebuilding year.
dig itself necessary steps taking
Nortel is taking the necessary steps to dig itself out of a hole. It will, however, take some time. We get the sense that things are now being accounted for appropriately in the right quarter.
dragged
Nortel is going to be dragged down in sympathy.
market needs pick
They need to be more selective. Nortel needs to pick a market that they can dominate,