Comments on: Survey Says: Make a Deal, Mike Z.

By: many

many — Sun, 30 Dec 2007 23:59:32 +0000

Same with RTP (for years now) even so called “sustaining” moved offshore.

I remember one day a year or two ago telling an operations manager that nortel needed “labs support” to log into his ATM switch and could we have permission for someone form china to log in that night to look at the problem? He groweled “who’s next? North Korea”? It would have been funny if he had not been making a very good point.

By: whatever

whatever — Sun, 30 Dec 2007 22:36:57 +0000

Moto No Go

By: whatever

whatever — Sun, 30 Dec 2007 22:14:26 +0000

There was no discernable R&D in Richardson, just a sweeping “lights out” edict.

By: mazda

mazda — Sun, 23 Dec 2007 19:48:15 +0000

Two years into a turnaround that was originally pegged at two years, now three to five (it’ll be four to six next year) – nothing to show. Stock is worth half of what it was when Zapdoodle was crowned. No new products, nothing on the horizon. People jumping ship left and right. Cash flow abysmal for a set of mature businesses.

Nortel has to be broken up and the pieces sold before it collapses inward on itself. Alternatively, it could be sold to the Chinese (Huawei or ZTE) who could hollow out the R&D and re-use the sales and service people to get a firm foothold in North America.

By: Clint

Clint — Sat, 22 Dec 2007 20:00:33 +0000

If they’d only hired better engineers …

By: Der Doppelgänger

Der Doppelgänger — Fri, 21 Dec 2007 22:35:48 +0000

“By biddingadieu on Dec 21, 2007 | Reply

its over. Mike Z says another 3 years + to turnaround. This is will be over in 3 years. Silo mentality will not change. nobody cares.”

I agree. Buying another company now will repeat the Bay Networks fiasco. There is more internal cleaning to do before taking an acquisition step. Otherwise Nortel will buy a company only to destroy it.

Keywords: too many silos, lack of focus.

By: iwishihadmoney

iwishihadmoney — Fri, 21 Dec 2007 20:04:49 +0000

Nomoto = Nortel Motorola

Ironically, could also mean short for NO MOre TOmorrow. Christmas season mood. Out of here.

By: iwishihadmoney

iwishihadmoney — Fri, 21 Dec 2007 19:53:32 +0000

Nomoto Networks. sounds asian. stock could fly on nasdaq like all those chinese ADR stocks.

By: iwishihadmoney

iwishihadmoney — Fri, 21 Dec 2007 19:41:46 +0000

if i did I would buy it for 9 billion, sell off most of the pieces for 11 billion, settle all the debt and IPO a new brand with remainder that is competitive.

tellabs is going down the tubes. a bulk of polycome overlaps LG Nortel.

By: Not Observer

Not Observer — Fri, 21 Dec 2007 17:10:26 +0000

One of the challenges is that Nortel has too many products in some solution areas and not enough in others. One weakness seems to be in their Security Solutions portfolio. It would be difficult for them to catch Cisco, Juniper and Check Point in the Security Solutions area but I do think there is a clear opportunity.

It would be good to see a comprehensive Security Solution offer (product & services) wrapped around the Nortel – Microsoft alliance. This would give them the opportunity to clearly differentiate from traditional Security Solutions providers.