I think Cisco can definitely meet second-quarter estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.
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If you want a rule of thumb, 40 percent of the cost of putting in a new application is integrating it with the other applications.Stephen Kamman
They were pretty clear. Things were blah. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.
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Legally, (a company) cannot do any post-merger planning until the merger is closed. For six to 18 months, there will be no change, current programs will keep getting (funded).
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Five years out this opens up some real opportunities to harmonize their approaches. But any change would be so gradual that it's going to get lost in the noise.
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