All About Nortel - Latest Comments in Merrill: Break-up of NT could unlock >35% value

Re: Merrill: Break-up of NT could unlock >35% value

Onlooker — Fri, 11 Apr 2008 10:49:46 -0000

memo has a great point about Enron. Many of the same accounting and off book techniques that were used at Enron before its collapse are now being used by the entire banking industry and even the Federal Reserve. Eventually all these losses will have to be marked to market. This is why we are in the curent global banking crisis.

Analysts are deaf, dumb and blind when it comes to trying to predict the future when so much of it depends on the macroeconomy and not what happens in some little corner of the universe. GE is the greatest example of a single stock as a macro indicator and from the looks of today's news from them, this will be a prolonged slowdown lasting into 2009.

Re: Merrill: Break-up of NT could unlock >35% value

Onlooker — Fri, 11 Apr 2008 10:44:51 -0000

I think the more realistic scenario is that all of Nortel's competitors value's will fall by 20-35%. Nortel is already fairly valued for the global depression. In my opinion, others like Cisco, Juniper etc will have to follow.

Re: Merrill: Break-up of NT could unlock >35% value

ex-nt — Fri, 11 Apr 2008 09:16:14 -0000

Finally, an analyst with some brains!!

Re: Merrill: Break-up of NT could unlock >35% value

memo — Thu, 10 Apr 2008 16:42:13 -0000

The US financial system needs a top-down renovation including analysts.

mark sue reduces price target after the share price drops, issues sell recomendation with a price target of 7 dolars showing 15% increase. now the stock has passed that level and i expect mark sue to issue buy again, which is not good for Nortel Investors.

analysts were bullish about Enron right before its bankruptcy,

credit rating agencies said ok for sub-prime bonds prior to sub-prime market crisis.

bla bla bla

now, merrill lynch says 10 dolar breakup value and i say to them were you sleeping one year ago when the stock was trading at 25 dolars.

Re: Merrill: Break-up of NT could unlock >35% value

Name Nortel Enterprise — Thu, 10 Apr 2008 15:27:17 -0000

Splitting Nortel into 4 separate individual companies is inevitable, Enterprise (M1 CS1K PBX's), Carrier Wireline ( DMS/CS2K core switching for wirleline/wireless/instant messaging IMS), Carrier Wireless and Data/Optical (Bay Networks :D) should all be stand alone companies. The sooner this happens, the sooner the separated companies will start focusing and investing in their core competencies, instead of subsidizing each other..