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Author:

Jam ok

Subject:

Off Topic

Date:

08/14/18 at 1:58 PM CDT

 

 

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Reply to:

MSG`#4743,`08/14/18
By LongTerm CapGains

 

Re: OT - NOK

lt cap,

That said, perhaps they ought to get rid of Suri and just hire Dangerfield as their CEO - (or at least the company rep - like the woman who's been on Progressive's commercials forever.)

But seriously, I'm curious whether the things that have lost Suri his credibility are germane to the welfare of performance going forward: e.g., If Suri said, for example, that the integration with Alcatel would result in cost savings, and this would be seen before the year after the acquisition was over (I'm making this up as a hypothetical situation, based on somewhat faulty memory), and instead of cost savings being prominent, what actually occurred was a net loss due to servicing of Alcatel's customers basically for free, and those cost savings will never materialize, that's one thing. But if there was 'short term pain' until those customers had their equipment upgraded for free, but the synergies and cost savings was still in the mix, just further down the road, that's a different story. I guess my question is whether Suri has damaged the company so badly that their 'story' is still viable, one just needs another ton of patience, or whether they've really boxed themselves in by blunders or failures of execution that will have long term negative consequences.

I'd suppose that it's the 2nd case, otherwise we wouldn't be having this discussion, lol. And 5G will/should lift all boats. (Although not if 'turf wars' erupt that trade margins for market share. I think Suri might've raised that spectre in the CC, or perhaps it was someone else. But if you have one raw steak and 12 near-starving wolves, the fight for food would be fierce.)

 

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