They need to be more selective. Nortel needs to pick a market that they can dominate.

Investors will be disappointed with the guidance.

It looks like a squeaky clean quarter.

It's still a price-driven market.

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.

Motorola is nipping at them in Asia.

We can't all be masters. And telecom equipment, I think, is becoming a market where you have to have an expertise in one area.