This is a company that will be aggressive and innovative in the marketplace.

With Lucent as one of our strategic vendors we will maintain our market leadership in our deployment of wireless voice and data services.

At a company like Dell, it's a strategic variable. Their strategy is to have the best product at the best price. But in order to have this, the supply chain must be competitive. Everybody [at Dell] is trying to reduce costs, increase flexibility, reduce inventory and get their cash more quickly. All of these drive financial performance.

All in all, the union has a good working relationship with the company.

It doesn't get a lot better than that, especially for a company that just hasn't been doing very well for the last year. It's going to be good for them tomorrow, and that should have a positive affect on a lot of the other chip makers, especially guys that are closely related. It will have generally a positive affect on the overall market.

The gist of these proposals has been to extract some cash from the company. The more the better ... with these proposals in the view of shareholders.