Paul Sagawa Quotes (16 Quotes)

We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector.

They go together like chocolate and peanut butter.

It's a terrific deal. It adds legs to Lucent's top line growth.

I think 15 is a baseline, a minimum forecast. All our checks suggest strong growth.

This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share.

We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.

Chambers did say that the second quarter will be more challenging for the company,

It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for.

The Finns are not by nature impulsive. Any final price tag for Lucent probably would be around 100 billion. Who out there can do a 100 billion deal these days

In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it.

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.

The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake.

My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that.

Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.

is facing competition in key segment markets.

They can get additional debt financing the question is, what do they have to pay for it.