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. - Paul Sagawa Quotes
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. Paul Sagawa
 

More - Paul Sagawa 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. - Paul Sagawa 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.

Paul Sagawa

 
The market for handheld devices is really excellent. Palm can sell everything it makes. - Paul Sagawa Quotes

The market for handheld devices is really excellent. Palm can sell everything it makes.

Paul Sagawa

 
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. - Paul Sagawa Quotes

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.

Paul Sagawa

 
A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year. - Paul Sagawa Quotes

A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year.

Paul Sagawa

 
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 Quotes

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

 
I don't think it'll work if it's just Americans losing their jobs. - Paul Sagawa Quotes

I don't think it'll work if it's just Americans losing their jobs.

Paul Sagawa

 
Nortel doesn't have this particular piece, which gives Lucent a leg up. - Paul Sagawa Quotes

Nortel doesn't have this particular piece, which gives Lucent a leg up.

Paul Sagawa

 
Nortel doesn't have this particular piece, which gives Lucent a leg up, - Paul Sagawa Quotes

Nortel doesn't have this particular piece, which gives Lucent a leg up,

Paul Sagawa

 
You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks. - Paul Sagawa Quotes

You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks.

Paul Sagawa

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

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

Paul Sagawa

 
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