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.)