“The only place that we've been able to identify where there is growth like this is in the Internet, ... But you've got proven business models here. We've been watching the operating income lines growing 50 percent from some of the leading players.”
“Ericsson was the first to make a major announcement a few years back, ... More recently, we saw Nortel, and that was followed by Lucent's announcement a few weeks ago, which will probably ultimately end up at about $10 billion being outsourced there. And now we have Motorola making a major announcement for outsourcing.”
