Archive for November, 2007
Next Entries »Nortel Conference Call: Pragmatically Bullish
Tuesday, November 6th, 2007I’ll leave it to the analysts to feed Nortel’s third-quarter financials into their models. Instead, I’ll offer my thoughts on the tone of the conference call.
Overall, I’d say it was a pragmatically optimistic. Nortel CEO Mike Zafirovski has gift for talking the talk. He comes across as credible and confident while not coming across as [...]
Nortel’s Posts Q3 Profit
Tuesday, November 6th, 2007Nortel posted third-quarter earnings per share of five cents, compared with analysts’ expectations of 11 cents, on sales of $2.7-billion. (Note: Not sure whether the analyst estimates were before any charges.)
At first blush, the performance is alright. Looking forward, Nortel expects fourth-quarter revenue to be flat from a Q4 2006 (taking into account the sale [...]
#5…with a Bullet
Monday, November 5th, 2007It’s taken awhile but All About Nortel is now ranked fifth if you do a Google search on “Nortel”. Not bad given the blog was buried on the third page not too long ago. A small but much appreciated victory, which I’m sure will bring a avalanche of new traffic from all those people searching [...]
Q3 Expectations
Monday, November 5th, 2007So what’s up for Nortel’s third-quarter results, which will be released tomorrow? According to Yahoo Finance, analysts expect it will post earnings per share of 11 cents on revenue of $2.77-billion. This compares with a loss of 20 cents in the same period last year on sales of $2.96-billion.
Nortel’s results will be interesting given Alcatel-Lucent’s [...]
Google vs. Nortel
Thursday, November 1st, 2007So, Google shares cracked through $700 yesterday - giving the company an astounding market capitalization of $220-billion. For anyone still interested in fundamentals, Google is trading at a market cap to revenue ratio of 15.
Here’s the chart from Google Finance:
So, just for fun - and please no comments about how I’m unfairly comparing apples to [...]
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