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 Steve Kamman - “We may be a bit early with this call, but we believe Cisco's results have bottomed. The US (50 percent of revenues) actually saw 13 percent revenue growth this quarter. Europe will likely remain weak but may also bottom by the end of 2001. We are still concerned about Asia.”
 Steve Kamman - “We may be a bit early with this call, but we believe Cisco's results have bottomed, ... The US (50 percent of revenues) actually saw 13 percent revenue growth this quarter. Europe will likely remain weak but may also bottom by the end of 2001. We are still concerned about Asia.”
 Stephen Kamman - “The revenue numbers are pretty disappointing. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.”
 Stephen Kamman - “Five years out this opens up some real opportunities to harmonize their approaches. But any change would be so gradual that it's going to get lost in the noise.”
 Steve Kamman - “The past CEO deserves a lot of credit for stepping into a difficult role. The simple fact is that Nortel needs a house cleaning and it needs more focus. And from all reports, Mike is the kind of guy to do all of those.”
 Steve Kamman - “The past CEO deserves a lot of credit for stepping into a difficult role, ... The simple fact is that Nortel needs a house cleaning and it needs more focus. And from all reports, Mike is the kind of guy to do all of those.”
 Stephen Kamman - “If you want a rule of thumb, 40 percent of the cost of putting in a new application is integrating it with the other applications.”
 Steve Kamman - “They are being conservative because people have been jacking up estimates on them.”
 Stephen Kamman - “Legally, (a company) cannot do any post-merger planning until the merger is closed. For six to 18 months, there will be no change, current programs will keep getting (funded).”
 Steve Kamman - “Bill was a safe pair of hands, but when it came to dealing with a dynamic market and a bruised company, I think there is just a little bit of lost momentum. He is doing the right thing by stepping down. A lot of lesser men might not have been willing to step down.”
 Stephen Kamman - “They were pretty clear. Things were blah. On the other hand, Lucent is in a lot better shape than it was two years ago, and if you're thinking about 2007, things look pretty decent.”
 Steve Kamman - “It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share.”
 Steve Kamman - “We view his rapid action here as a strong indication that Nortel will similarly clear the decks, in terms of its current business operations, when they report fourth-quarter results.”
 Stephen Kamman - “I think Cisco can definitely meet second-quarter estimates. You've got to give the company a ton of respect for their ability to manage their internal business on a day-by-day basis.”