Things unraveled more quickly in the past year than they thought internally, so they need to get someone from the outside to improve investor perception, preferably someone from the data networking industry.
More Quotes from Martin Pyykkonen:
This seems, on balance, a solid report, with nothing wrong in the quarter,Martin Pyykkonen
There is an increased intensity in the trend towards packet-switched equipment, ... Lucent gets about 50 percent of its revenue from older world technology products, and the growth rates on those products are heading to the lower single digits.
Martin Pyykkonen
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
Martin Pyykkonen
I don't think anybody is concerned that eBay is going to fall apart. But there could be a lack of buyers if interest rates keep going up and consumers are more concerned about credit card debt.
Martin Pyykkonen
AOL recognized that they needed to shift from selling content, which wasn't practical, to relying on advertising. They're heading in the right direction.
Martin Pyykkonen
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