25 Quotes by Mark Sue

Extreme missed what should have been a strong December quarter.

Nortel is taking the necessary steps to dig itself out of a hole. It will, however, take some time. We get the sense that things are now being accounted for appropriately in the right quarter.

Nortel is going to be dragged down in sympathy.

They need to be more selective. Nortel needs to pick a market that they can dominate,

There's a permeating culture at GE to dominate in markets they play in. Nortel has to make several important decisions about what markets and products to serve over the next three to five years.

It seems like the results were uncharacteristically in line with no upside for revenue and EPS (earnings per share). Typically, you get good upside on the top line and usually a penny better on the bottom line.

It seems like Juniper is settling from a technology innovator that used to grow at a rate faster than the market with the ability to gain market share to a more steady state.

It's a lot of dollars. The settlement was much larger than we had anticipated. We had modeled a settlement of around $600 million to $800 million and coming out mostly from distribution of shares and no cash.

It's a pleasant surprise. Mike was instrumental as a turnaround player at Motorola. This is what Nortel really needed.