I did a very quick search on Mr. Sagawa.
Mercury Center
March 2, 1999
mercurycenter.com
Paul Sagawa, an analyst at Sanford C. Bernstein, an investment firm in New York, says that to some degree, companies are consolidating voice and data traffic at the edges of their networks, but that the process is slow.
He also believes that, in this market, ''voice application expertise is a much more valuable asset than LAN switching expertise'' -- meaning Nortel, Lucent and other telecom-equipment vendors have the advantage over Cisco.
The Street.com
10/18/99,
. . .
If Lucent's next 10-Q doesn't show a cleaner balance sheet, "it's a lot of mud on their face," Sanford C. Bernstein analyst Paul Sagawa says. Sagawa says some of his institutional clients are hedging their long positions by shorting shares, although not on his advice. Still, like most sell-side analysts, Sagawa thinks the company's underlying growth rates are good, and he rates the stock a buy. His firm has done no underwriting for Lucent.
. . .
10/27/99, ZD Net
zdnet.co.uk
Lucent has topped Wall Street earnings expectations every quarter since it was spun off from AT&T in 1996. Revenues for the fourth quarter, ended 30 September, rose 23 percent from a year earlier, to $10.575bn. "This quarter should put to rest all of the nagging uncertainties," said Paul Sagawa, a telecommunications equipment analyst with Sanford Bernstein. "The company's balance sheet is strong, revenues are strong, earnings are strong, the momentum of future business is strong. It's (Lucent) been unfairly tarnished by some recent talk on the street."
Fortune, Inside Business
April 14, 2000
fortune.com
Still, Wall Street seems happy enough about the deal, sending the stock up 21%. Sanford C. Bernstein analyst Paul Sagawa says, "It makes Lucent a truly exciting growth vehicle." It also makes it look more and more like its archrival, Cisco, now the world's most valuable company and one you wouldn't mind looking like.
Let's hope he has nothing good to say about ADCT. |
