The Cisco announcement that their revenue might slow due to shortage of parts meant, therefore, Nortel was down because it's competing in the same market. I think that was the big negative. — Kate Warne Copy Share Image
I think the sentiment has not entirely shifted away from the belief that technology will continue to do well. But the believers are getting… — Kate Warne Copy Share Image
This is a commodities business, so the companies that do it best are the ones that do it more efficiently. — Kate Warne Copy Share Image
The Cisco announcement that their revenue might slow due to shortage of parts meant, therefore, Nortel was down because it's competing in the same… — Kate Warne Copy Share Image
