Comments on: Should Cisco Be Worried?

By: Apple

Apple — Mon, 25 Dec 2006 16:46:42 +0000

having worked on the Nortel CS1000x products and worked with the Nortel support Engineers, Cisco have got absolutley nothing to worry about
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re
let’s make it clear.
I understand you know Nortel because you worked there.
Second, you think Nortel’s products are not a competition for CISCO.
Am I right?
I know that CISCO is very profitable but NT is not!
What does it tell me?
It tells me that CISCO’s customers are ready to pay high price for CISCO products.
and I know Nortel is not able to sell its products with a profit!
Nortel has not been profitable for ages!
BSNL deal was a disaster!
$1 loss on $1 of revenue.
Iraq deal will be $5 loss on $1 revenue!
How do I know that?
It’s an easy one.
5000 km of fiber in 35 cities for $20 mill is a LOSS LEADER!
but hey Nortel says that Mike has to be paid $37 mill after 6 months on the job! /links available/
Why?

By: Andy C

Andy C — Thu, 21 Dec 2006 17:15:29 +0000

I think Mike Zafirovski should look at the products he is putting out, having worked on the Nortel CS1000x products and worked with the Nortel support Engineers, Cisco have got absolutley nothing to worry about!

By: Ryan

Ryan — Mon, 18 Dec 2006 19:46:00 +0000

Turns out I can no longer hold any ill-feelings toward Nortel. I have been a disgruntled shareholder for nearly 6 months now, however since the consolidation I have been more than happy. Should Cisco be worried? With Mike Z at the helm of Nortel, any competitor should be worried. Turns out Nortel’s turnaround is on track, however slow it may be. Lets keep this momentum going into 2007.

By: jbranger

jbranger — Sun, 17 Dec 2006 12:59:03 +0000

nt had a great week on the TSE closing ABOVE its 200 day moving average with fridays close of $26.70

first time this has happened in a long time

jbranger