FastSaying

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.

Related Quotes

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.
— Paul Sagawa
TodayWill
It's a terrific deal, ... It adds legs to Lucent's top line growth.
— Paul Sagawa
Growth
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?
— Paul Sagawa
Nature
We don't see any turnaround. We're not at a bottom, and it's going to take a couple [of] quarters, ... From that perspective, we think Cisco's guidance was right on.
— Paul Sagawa
BottomCoupleNot
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.
— Paul Sagawa
Investment