Comments on: More: Nortel-Motorola

By: Nortel new hire

Nortel new hire — Mon, 11 Feb 2008 13:01:47 +0000

http://online.wsj.com/article/SB120269934296058...

Nortel + Motorola wireless joint venture? I really hope it will work out as good as the Nortel-LG venture.

By: Nortel new hire

Nortel new hire — Mon, 11 Feb 2008 08:01:47 +0000

http://online.wsj.com/article/SB120269934296058...

Nortel + Motorola wireless joint venture? I really hope it will work out as good as the Nortel-LG venture.

By: A Close Observer

A Close Observer — Thu, 07 Feb 2008 02:30:25 +0000

Mike Z has about the same ability to buy Moto as I do of buying a Bugatti Veyron. Not gonna happen.

More likely scenario: Moto buys NT, Mike Z is given a golden parachute (and then /he'll/ be able to buy a Bugatti Veyron), and in 1 – 2 years he'll pop up someplace else.

By: ex-nt

ex-nt — Tue, 05 Feb 2008 14:25:35 +0000

Mike Z would love to get Moto and also keep his job as uber-exec. It will stop him commuting from Chicago to Toronto on the corporate taxi jet, give him a bigger company, and also prove Moto was wrong when they snubbed him. It will also allow him to paper over his failure to date at Nortel.

By: Der Doppelgänger

Der Doppelgänger — Tue, 05 Feb 2008 03:12:41 +0000

Apple:
It's sad, but I tend to agree with you. Natural (market) causes. Someone could just pull the plug instead to cease the suffering. This should not be a surprise if it actually happens.
Where do I send the flowers?

By: Casual Observer

Casual Observer — Mon, 04 Feb 2008 01:13:50 +0000

2008 will be make of break for many of the companies mentioned: Nortel, Motorola, Alcatel/Lucent, Tellabs, Ciena. Its time to separate the men from the boys.

By: Apple

Apple — Sun, 03 Feb 2008 21:52:17 +0000

ZTE is too small
It's $5bill rev company now and expected to be $7 bill in 2008
HW is $11 bill company now and almost sure $17 bill rev in 2008
/they have a huge backlog!/
In 2004-2007 ZTE and HW grew up 300% in the same time frame JNPR grew 100% and CSCO 60%. NT did not grow much, maybe single digit if we can accept murky accounting.
If I were to expect, MOT should acquire JNPR
It's too late for NT to do that. Market price reflects it, doesn't it?
Only $5 bill market cap now.I say, markets have spoken about NT future!
The sell of continues on any up tick day; the dumping continues on ignorant, not educated retailers.
So many good choices for MOT shareholders now as we speak! Handset div will be separated /Mike Z would be the best choice for handsets/
The rest can be merged easily with others including private Avaya.
NT is scheduled to die of natural causes, ala AirCanada story.

By: Der Doppelgänger

Der Doppelgänger — Sat, 02 Feb 2008 03:08:02 +0000

Clearly Nortel is in no position of buying Motorola. But what about the other companies like ZTE or Huawei buying Motorola? They could be also interested in their handset business.

By: A Close Observer

A Close Observer — Sat, 02 Feb 2008 03:06:24 +0000

Um, I'm not sure that Mike Z has the final vote. If Moto offered NT's long-suffering stockholders a good premium on NT's stock, they would sell in a heartbeat. They would be fools not to. When was the last time anyone made money on NT stock? (OK…if you bought it when it was at 50 cents, you're probably pretty happy. For the other 99% of NT's stockholders, they would probably be peeing all over themselves with excitement at the thought of being able to quickly exit with a 30%+ premium over the current price.) Run a trendline through NT's stock price over the last 6 mos…or 1 yr…or 2 yrs…or 5 yrs. Not a pretty picture.

By: Casual Observer

Casual Observer — Sat, 02 Feb 2008 02:49:33 +0000

Uhh..I'm pretty sure Mike Z burned his bridges at Motorola. And remember he was head of the handset business. Did he truly turn it around or was it a flash in pan built on temporary numbers during a credit boom ? I'm beginning to believe Mike Z is not as successful as was portrayed back then (Mr. Fix It). Even if Motorola wanted to take over Nortel, the Canadian government wouldn't allow it.