Comments on: The Deal is Done! http://www.allaboutnortel.com/2007/01/02/the-deal-is-done/ All the News about Nortel Networks Thu, 09 Feb 2012 03:34:00 +0000 hourly 1 By: umts http://www.allaboutnortel.com/2007/01/02/the-deal-is-done/comment-page-1/#comment-672 umts Fri, 05 Jan 2007 13:32:15 +0000 http://allaboutnortel.com/?p=410#comment-672 And now? 320M$ is not so much... and Mike Z will discover at the first significant GSM trap that big problems have never been solved in india, even if it was hidden to him as well as all top management. Reason: The "deal" was current running products maintenance to India, new ones studied in France by what was (and have always be, whatever was the organisation) GSM-UMTS R&D teams. So saying that some maintenance was still in france was risky as it could have meant, in some high management heads, that work bandwith could be over limit => no more new products studies here! So it was necessary to hide this, precisely because the work sharing mode compeled us to do so to avoid a slow dead... And it is not a problem of sharing information... It's a problem of education: India make pretty good high level coders for a XP PC or a unix workstation... but they definitively lack a generalist formation to fully understand specific systems at the intersection of several areas of knowledge (telecom/hardware/software/manufacturing basics needed...). That's why so much industries are leaving bangalore for this kind of development... The fact it appeared to work fine in Nortel was illusion! Good luck to the customers... And now?

320M$ is not so much… and Mike Z will discover at the first significant GSM trap that big problems have never been solved in india, even if it was hidden to him as well as all top management.

Reason: The “deal” was current running products maintenance to India, new ones studied in France by what was (and have always be, whatever was the organisation) GSM-UMTS R&D teams. So saying that some maintenance was still in france was risky as it could have meant, in some high management heads, that work bandwith could be over limit => no more new products studies here! So it was necessary to hide this, precisely because the work sharing mode compeled us to do so to avoid a slow dead…

And it is not a problem of sharing information… It’s a problem of education: India make pretty good high level coders for a XP PC or a unix workstation… but they definitively lack a generalist formation to fully understand specific systems at the intersection of several areas of knowledge (telecom/hardware/software/manufacturing basics needed…).

That’s why so much industries are leaving bangalore for this kind of development… The fact it appeared to work fine in Nortel was illusion!

Good luck to the customers…

]]> By: Appl http://www.allaboutnortel.com/2007/01/02/the-deal-is-done/comment-page-1/#comment-675 Appl Wed, 03 Jan 2007 18:12:19 +0000 http://allaboutnortel.com/?p=410#comment-675 You’re assuming that the deductions and costs are less than $320M. ======= re gee significant deductions- what about 50%? it's significant, isn't it? what about 20% costs? so in total it's only 70% of the deal so, Yes, deductions and costs are less than $320 mill! I can be wrong but not much I estimate my error at 10% any more questions? what about downgrades and upgrades for NT stock? 3-Jan-07 Bernstein Downgrade Mkt Perform Underperform Do you like it? You’re assuming that the deductions and costs are less than $320M.
=======
re
gee
significant deductions- what about 50%? it’s significant, isn’t it?
what about 20% costs?
so in total it’s only 70% of the deal
so, Yes, deductions and costs are less than $320 mill!
I can be wrong but not much
I estimate my error at 10%
any more questions?
what about downgrades and upgrades for NT stock?
3-Jan-07 Bernstein Downgrade Mkt Perform Underperform
Do you like it?

]]> By: Colin http://www.allaboutnortel.com/2007/01/02/the-deal-is-done/comment-page-1/#comment-674 Colin Wed, 03 Jan 2007 17:32:00 +0000 http://allaboutnortel.com/?p=410#comment-674 Most of the UMTS nodes that Alcatel has purchased run on propriatry Nortel hardware. I wonder how much revenue Nortel will make from selling the hardware platform to Alcatel. Also It would be interesting if Alcatel has agreed a minimum buy. Most of the UMTS nodes that Alcatel has purchased run on propriatry Nortel hardware.

I wonder how much revenue Nortel will make from selling the hardware platform to Alcatel.

Also It would be interesting if Alcatel has agreed a minimum buy.

]]> By: Rob Hyndman http://www.allaboutnortel.com/2007/01/02/the-deal-is-done/comment-page-1/#comment-673 Rob Hyndman Tue, 02 Jan 2007 20:35:49 +0000 http://allaboutnortel.com/?p=410#comment-673 You're assuming that the deductions and costs are less than $320M. :) You’re assuming that the deductions and costs are less than $320M.
:)

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