It's clearly becoming a more concentrated industry from a consumer standpoint, and with Cisco buying Scientific-Atlanta and now this deal, it's going to be difficult for smaller companies.

215

We continue to believe LU won the IMS deal at BLS.

204

We are not going to see a slowdown in demand for LCD TVs. Oil hit $60 and there was no slowdown. We are still in the early phase of flat panel TVs.

149

Acquisitions are very important. And in fact one of the distinguishing factors between Cisco, Lucent, and Nortel is the ability to successfully acquire. Most of the new exciting technologies are coming from start-ups. And the ability for these companies to identify those start-ups and properly integrate them is going to be an ongoing differentiating factor.

119

We do not believe Cisco will pre-announce a shortfall for the April quarter.

93