Investors want to get a sense of how overall demand is related to tech spending. People are still trying to get a sense of visibility in terms of demand.

Once they get toward the April quarter and into the fiscal year end, the company has quite a bit working in its favor.

The revenue is showing flat trends from last quarter. The earnings per share upside was mostly due to the reduced share count.

Consumers are generally deterred when it comes to adopting the latest integrated mobile devices due to concerns of obsolescence. As integrated mobile devices become more complex, a significant time lag can persist before the trajectory of growth accelerates. But digital music, video, and web browsing wrapped in an iconic device, may help mobile device makers grab a greater share of an individual's disposable income previously allocated to other consumer electronics.

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

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

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

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

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 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.