23 Quotes by Paul Sagawa

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.

We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.

So it's relatively significant that they said flat-to-down.

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.

Getting big is what this is all about.

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

Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.

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.

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