DISQUS

rizcorpl · 1 year ago

You Say Pins, I Say You Spins.
(negative) SPIN, SPIN, SUGAR!

Nortel pins some of its hope on (4G) wireless. I beleive their R&D for wireless is pegged at about 25 percent. I like your implied spin that Nortel's has all it eggs in one basket. There is also 40/100G optical, PBT, UC, etc..

YoYo · 1 year ago

Why is anyone listening to this idiot? What is his wireless experience in terms of development or deployment? His only claim to fame is the fact he knew George Riedel in a previous life and came out of an enterprise company where he was employee number - whatever. World-class idiots! Last week it was WiMax, this week is ‘dividends in tens of billions of dollars in LTE’. I hope the legal vultures on Wall Street are taking notes - and names.

many · 1 year ago

Nortel is really betting on their ability to convince existing carriers to rip and replace rather than upgrading existing RAN equipment. Talking to the Nortel sales director about LTE, it is a total rip & replace. The quote I remember is that it is like the leap from GSM to UMTS or from TDMA to GSM.

Talking to the ALU, Ericsson, Nokia and even Cisco sales reps it is a gradual easy migration and evolution from UMTS R7 (on their existing equipment, of course).

The LTE is supposed to be simpler with only two major components in something called the EPS (Evloved Packet System) My understand of the work that needs to be done is; The GGSN converts to a Packet Gateway. The RNC goes away in R7 with HSDPA. The SGSN migrates to a MME (Mobility Management Entity). The NodeB is is converted to an eNodeB.

The core transport becomes the EPC (Evolved Packet Core) and is really not changed from the IP packet core today. SS7 is migrated to Sigtran. IN/Camel becomes IMS based and ready to enable fixed-mobile convergence - kum-bah-ya.

Observer · 1 year ago

They won't be spending billions this year in slowing global economy. They will likely stay with lower cost equipment in order preserve investment in a bad global economy.

Observer · 1 year ago

By the way, Nortel can pick battles but making money in a globalized market where price competitiveness will increase from the likes of Huawei, ZTE and others won't make for a profitable Nortel. In fact, Nortel still has too high a SG&A number relative to even North American and European peers. The only way to survive will is to flatten the corporate hierarchy and operate like others. We're entering an even more competitive age of globalization.

The Psychiatrist · 1 year ago

observer-aka - jamezzzz- aka -protohysterical-if you want to look credible with your claims ,then at least include others like ALU,MOT,ERIC,Nokia/Siemens in your assumption about Huawei and ZTE bringing price competitiveness to the point where it's not just Nortel that would feel pressure from these Asian box makers.

commentor · 1 year ago

Even if NT becomes cost competitive today, they have major sales strategy issues which will not help in their growth. Remember, Z just hired a Sales EVP to structure the sales team, almost two years late after wasting lots of resources on colour belts. NT is not only all over the place for products, but also all over the place in their sales strategy. Every sales region have their own plan which clearly never worked.

All the R&D restructuring they announced last week means nothing unless the sales team is not surgically restructured.

ian · 1 year ago

i bougth a lot of nt at 7.5 and i dont know what to do...
should i wait revenue report or sell anything on monday?

someone think nt can reach 7.5 again before may?

Observer · 1 year ago

Psych - I'm not jamezzz or any of the others you mention so take your broad painting brush elsewehre.

What I said also applies to others in the industry. I think the company in the MOST trouble is Alcatel/Lucent from an overhead to revenue per head standpoint. We're in a shrinking global economy now and I would expect that price pressures will increase across the board.

Observer · 1 year ago

ian - i recommend staying out of all stocks in this macro environment. Historically, P/E ratios have to fall to 10 for the overall market before stocks begin recovering. Right now we are still around 18-20. There will be many downward revisions of earnings in the next few weeks as companies report as stock prices fall further. GE's report on Friday was only the beginning.

Good luck with your trading.

ian · 1 year ago

thank observer i ll see how market on nt opens and if its go down i sell all with a 8% lost...or maibe half of my assets

been there - done that · 1 year ago

need I say more

ian · 1 year ago

not another down day...
there is no volume
why?
whats mean not volume