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?

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?

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

This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share.

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

Chambers did say that the second quarter will be more challenging for the company,

I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth.

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.

They can get additional debt financing the question is, what do they have to pay for it.

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.