All About Nortel

Nortel will report its third-quarter results on Nov. 6 - the same day as Cisco issues its fiscal first-quarter financials.
Here are the conference call details:
Time: 8:30 a.m. to 9:30 a.m.
North America: 1-888-339-9435
International: 1-613-763-6814

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UBS Securities analyst Nikos Theodosopoulos is expecting “solid” first-quarter results from Cisco, despite weak enterprise sales in the U.S.
“Strength in the quarter was likely driven by U.S. federal, global SMB, global telco IP spending, European enterprise, and emerging markets,” he said in a research report. “Soft spots were likely U.S. enterprise (retail & financial verticals) [...]

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Hey, what’s going on with Nortel shares? They’re up about $1.20 since last Thursday. Surely, it can’t be the announcement that Montreal-based cableco Videotron is using its using Nortel’s Communications Server 2000 to offer its customers a new soft phone service to do video calls and VoIP call routing functions.

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The Economist takes a look at the struggles of the major telecom suppliers, highlighted by Alcatel-Lucent, which is expected to post “ugly” quarterly results next week.
There’s nothing terribly new in the story but The Economist does a good job of highlighting the key issues facing players such as Alcatel-Lucent, Ericsson and Nortel.
1. The wireless market [...]

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There’s an interesting - and somewhat breathless - story in yesterday’s Globe & Mail looking at the exciting future of Wi-Max, which “promises to do what the cellphone did for phone calls”.
While I love the concept of Wi-Max (high-speed wireless connectivity to compete against the cablecos and carriers), let’s just see how the technology can [...]

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Canada’s leading research and development companies spent 3.8% less in 2006, according to Research Infosource Inc. - which really begs the question why it took nearly 10 months to compile this information given we live in a digital age where information is more readily available than ever before.
Nortel continues to be the leading R&D player [...]

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This may not be news for many of you but I just noticed that Nortel has another corporate blogger. A fellow named Phil Edholm is writing a blog called “Enterprise Technology”.
Not sure about Edholm’s title but he describes himself as being responsible for technology vision, strategy, and architecture across the enterprise product portfolio. Given Nortel’s [...]

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Don’t get too excited about the headline.
It’s not an acquisition but a contract that Intercontinental Hotels Group announced earlier this week with Cisco and Nortel to provide telecom and networking technology in its hotels in the MIddle East and Africa.
Cisco will provide its Hospitality Solutions technology to offer hotel guests connectivity through IHG’s hotels, [...]

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Some interesting factoids complements of Neil Murray in the London Free Press:
- RIM currently accounts for a 72% weighting in the TSX technology sector. However, it’s overall weighting within the TSX is 3.5%, compared with Nortel, which was well over 30% during the peak of the telecom boom in 2000.
- RIM’s market capitalization is [...]

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A couple of, well, interesting reads for Nortel watchers:
- The Regina-Leader Post ran a “story” by Kevin Johnston (a branch manager for Scotia McLeod) about how Nortel’s prospects appear promising now that its accounting and legal woes are finally behind it.
Johnston does some math based on what analysts expects Nortel to make in 2008 ($1.14 [...]

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