Extreme missed what should have been a strong December quarter.

It’s a pleasant surprise, … Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

It’s a lot of dollars. The settlement was much larger than we had anticipated. We had modeled a settlement of around $600 million to $800 million and coming out mostly from distribution of shares and...

We believe 2006 will mostly be a rebuilding year.

Investors will be disappointed with the guidance.

[The phones were slow to catch on, since early models were big, bulky and expensive. But newer 3G products appear to be enticing customers to upgrade. Two of Nokia’s 3G models are seeing good demand.]...

Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand.

We are encouraged by the company’s progress in expanding its installed base while improving its financial model.

It looks like a squeaky clean quarter.

Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.

It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state.

a journey, not a destination.

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...

I think investors are relieved about these results because there were thoughts they would have to ratchet down for this quarter.

It’s still a price-driven market.

There’s a permeating culture at GE to dominate in markets they play in. Nortel has to make several important decisions about what markets and products to serve over the next three to five years.

It’s a pleasant surprise. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

Motorola is nipping at them in Asia.

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.

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.

It’s a pleasant surprise, … It’s positive for the company. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

Shopping ensues when the environment is improving and we believe things seem to be on an upswing for Cisco.

Consumers are generally deterred when it comes to adopting the latest integrated mobile devices due to concerns of obsolescence. As integrated mobile devices become more complex, a significant time lag can persist before the trajectory...

They need to be more selective. Nortel needs to pick a market that they can dominate,

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.

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.

It’s a pleasant surprise. It’s positive for the company. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.

It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the...

Nortel is going to be dragged down in sympathy.

The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.

The price points are coming down. Along with better handsets, it’s stimulating for 3G.