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Letter "P" » Paul Sagawa Quotes
«It's a terrific deal. It adds legs to Lucent's top line growth.»
Author: Paul Sagawa
«Nortel doesn't have this particular piece, which gives Lucent a leg up.»
Author: Paul Sagawa
«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.»
Author: Paul Sagawa
«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?»
Author: Paul Sagawa
«Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.»
Author: Paul Sagawa
«They can get additional debt financing ? the question is, what do they have to pay for it.»
Author: 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.»
Author: 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.»
Author: Paul Sagawa
«They go together like chocolate and peanut butter.»
Author: Paul Sagawa
«Getting big is what this is all about.»
Author: Paul Sagawa
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