Quotes by Charles DiSanza

“In essence, these companies have gone (in past) for revenue rather than market-share stability.”

“Now, they must go for market-share stability, because the local telephone companies ... are coming into this market, perhaps in a year or so.”

“(These businesses) are a unified part of their ongoing high growth business, and...should stay as part of that business.”

“This isnt a pleasant place for either of these companies to be.”

“In both cases theres precious little reason to own these stocks, even though theyre probably cheap. Its as if you own a house in the worst part of town, and youre willing to sell it at half its value. It may be a bargain, but nobody wants to live in the worst part of town.”

“Ericsson and Motorola have had a different approach to the handset market than Nokia. Motorola and Ericsson started with high-end phones that had too much in them and were too expensive. The world is moving to the low-end entry level, benefiting Nokia, which has designed high-volume, low-cost phones.”

“WorldCom is frustrated because Wall Street investors just look at the total company. Wall Street isnt giving them credit for their growth.”

“Having to search for a chairman and CEO could delay the turnaround for some period of time. They have a somewhat diminished but still strong market position.”

“To me the combination is a very sensible one. Its a good mix. Alcatel has done very, very well in the United States and elsewhere, but theres not that much overlap (with Lucent), so I think its a powerful global position, possibly forcing Nortel and Ericsson to get together.”