25 Quotes by Mark Sue

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.

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

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

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 said for new thinking, strong decision-making and fresh ideas, particularly in organizations where corporate strategy and focus have become very staid.

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

We believe 2006 will mostly be a rebuilding year.

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.

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