Comments on: Look Out Below! http://www.allaboutnortel.com/2008/03/03/look-out-below/ All the News about Nortel Networks Thu, 09 Feb 2012 03:34:00 +0000 hourly 1 By: Nortelhand http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-31262 Nortelhand Sat, 08 Mar 2008 00:39:32 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-31262 The price per share sure does suck, day after day after day. I have seen this with a few stocks over the years, and most of the time it ends in bankruptcy/reorganization. I am beginning to wonder if that scenario has not leaked out from someone close to Nortel’s financial group? Something like if we have a slower than expected 2008 that the cash burn will force the company to reorganize. Not saying I know anything, but Nortel has taken quite a drop over the last 6 months. Hmmmm. <br><br>On the brighter side, If Nortel does not go bankrupt and can put together some decent earnings in 2008 (say $0.8 to $1.2), it is selling a quite a bargain. We are in year 3, and they should be able to show some cool new products they can win with? I guess time will tell, but the way things are looking we should not be too optimistic; I sure wish that was not the case. The price per share sure does suck, day after day after day. I have seen this with a few stocks over the years, and most of the time it ends in bankruptcy/reorganization. I am beginning to wonder if that scenario has not leaked out from someone close to Nortel’s financial group? Something like if we have a slower than expected 2008 that the cash burn will force the company to reorganize. Not saying I know anything, but Nortel has taken quite a drop over the last 6 months. Hmmmm.

On the brighter side, If Nortel does not go bankrupt and can put together some decent earnings in 2008 (say $0.8 to $1.2), it is selling a quite a bargain. We are in year 3, and they should be able to show some cool new products they can win with? I guess time will tell, but the way things are looking we should not be too optimistic; I sure wish that was not the case.

]]> By: Another Nortel Watcher http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-31263 Another Nortel Watcher Fri, 07 Mar 2008 23:53:46 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-31263 As I type this comment, the stock is trading at $6.94 and Nortel is worth 14% less than it was when Mark started this thread five days ago. As I type this comment, the stock is trading at $6.94 and Nortel is worth 14% less than it was when Mark started this thread five days ago.

]]> By: Nortelhand http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4864 Nortelhand Fri, 07 Mar 2008 19:39:32 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4864 The price per share sure does suck, day after day after day. I have seen this with a few stocks over the years, and most of the time it ends in bankruptcy/reorganization. I am beginning to wonder if that scenario has not leaked out from someone close to Nortel’s financial group? Something like if we have a slower than expected 2008 that the cash burn will force the company to reorganize. Not saying I know anything, but Nortel has taken quite a drop over the last 6 months. Hmmmm. <br><br>On the brighter side, If Nortel does not go bankrupt and can put together some decent earnings in 2008 (say $0.8 to $1.2), it is selling a quite a bargain. We are in year 3, and they should be able to show some cool new products they can win with? I guess time will tell, but the way things are looking we should not be too optimistic; I sure wish that was not the case. The price per share sure does suck, day after day after day. I have seen this with a few stocks over the years, and most of the time it ends in bankruptcy/reorganization. I am beginning to wonder if that scenario has not leaked out from someone close to Nortel’s financial group? Something like if we have a slower than expected 2008 that the cash burn will force the company to reorganize. Not saying I know anything, but Nortel has taken quite a drop over the last 6 months. Hmmmm.

On the brighter side, If Nortel does not go bankrupt and can put together some decent earnings in 2008 (say $0.8 to $1.2), it is selling a quite a bargain. We are in year 3, and they should be able to show some cool new products they can win with? I guess time will tell, but the way things are looking we should not be too optimistic; I sure wish that was not the case.

]]> By: Another Nortel Watcher http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4865 Another Nortel Watcher Fri, 07 Mar 2008 18:53:46 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4865 As I type this comment, the stock is trading at $6.94 and Nortel is worth 14% less than it was when Mark started this thread five days ago. As I type this comment, the stock is trading at $6.94 and Nortel is worth 14% less than it was when Mark started this thread five days ago.

]]> By: SS Nortanic http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4866 SS Nortanic Wed, 05 Mar 2008 15:30:52 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4866 the iceberg hit a long time ago but the captain was sleeping at the wheel. now time to abandon but guess what is ironic. there are limited lifeboats with space limited only for first class. the rest either jump overboard or go down with the ship.<br><br>the telegraph equipment is not active because it was mothballed. cost cutting measure to save power. the iceberg hit a long time ago but the captain was sleeping at the wheel. now time to abandon but guess what is ironic. there are limited lifeboats with space limited only for first class. the rest either jump overboard or go down with the ship.

the telegraph equipment is not active because it was mothballed. cost cutting measure to save power.

]]> By: Critic http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4867 Critic Tue, 04 Mar 2008 11:27:42 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4867 The iceberg hit Notel in February in the Atlantic. Didn't anybody receive the SOS.<br>This company is so obsolete they are still using telegraph. It is the New Titanic.<br>It is time to abandoned ship!!! The iceberg hit Notel in February in the Atlantic. Didn't anybody receive the SOS.
This company is so obsolete they are still using telegraph. It is the New Titanic.
It is time to abandoned ship!!!

]]> By: oneof34kleft http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4868 oneof34kleft Tue, 04 Mar 2008 10:17:15 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4868 johnny aerotek, <br>on the cleanup, if you can gussy up some locations it means one of 2 things.. you have money to burn or , you wash, wax, detail, your car so you can get more money for it.. we all know nt doesn't have any money left after they paid the exec's ..<br><br>i feel i am in intesive care watching a loved one die.. johnny aerotek,
on the cleanup, if you can gussy up some locations it means one of 2 things.. you have money to burn or , you wash, wax, detail, your car so you can get more money for it.. we all know nt doesn't have any money left after they paid the exec's ..

i feel i am in intesive care watching a loved one die..

]]> By: Novice Investor http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4869 Novice Investor Tue, 04 Mar 2008 05:39:18 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4869 WHO NEEDS ANALYST .... THEY DON'T HAVE A CLUE !!<br><br>I'M AN ANALYST .... IT MIGHT GO UP or IT MIGHT GO DOWN .... JUST A little BITTER !!<br><br>CAN YOU BUY "PUT OPTIONS" ON ANALYST ??<br><br>PRICE TARGET SUMMARY <br><br>Mean Target: 14.92 <br>Median Target: 12.00 .... down $9.00 from last week <br>High Target: 31.00 .... Scotia Capital is now $11.10<br>Low Target: 8.00 <br>No. of Brokers: 13 WHO NEEDS ANALYST …. THEY DON'T HAVE A CLUE !!

I'M AN ANALYST …. IT MIGHT GO UP or IT MIGHT GO DOWN …. JUST A little BITTER !!

CAN YOU BUY “PUT OPTIONS” ON ANALYST ??

PRICE TARGET SUMMARY

Mean Target: 14.92
Median Target: 12.00 …. down $9.00 from last week
High Target: 31.00 …. Scotia Capital is now $11.10
Low Target: 8.00
No. of Brokers: 13

]]> By: MyHeadHurts http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4870 MyHeadHurts Tue, 04 Mar 2008 03:55:11 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4870 My immediate reaction to the Q4 and FY was "They won't last the year"... It's not that the results where terribly bad. I've seen enough Nortel-speak-spin-whatever over the years to know MZ was papering over the markets concerns. I can just imagine that right now, There's a ZMail that's been sent saying "Ignore the media and we did great, blah blah, stay focused, we are showing results, blah blah". That's his typical mantra.<br><br>I think the market is voting here. We all deep down want to believe in the Nortel-comeback-kid story. Really thought, it's the case of Cinderella looking for the prince to bring her the slipper and take her away to in the sunset. I think I prefer that vision, to the comeback one.<br><br>Time to let go of the Nortel-beating-Cisco-and-Ericsson dream. Someone should come and take Nortel private, turn her back into the old BNR, and then, spin it out as a new company. New name, new brand, new image. The corporate "reset" button.<br><br>Otherwise, I fear, she'll continue to be marginalized, decreasing shareholder and customer value. My immediate reaction to the Q4 and FY was “They won't last the year”… It's not that the results where terribly bad. I've seen enough Nortel-speak-spin-whatever over the years to know MZ was papering over the markets concerns. I can just imagine that right now, There's a ZMail that's been sent saying “Ignore the media and we did great, blah blah, stay focused, we are showing results, blah blah”. That's his typical mantra.

I think the market is voting here. We all deep down want to believe in the Nortel-comeback-kid story. Really thought, it's the case of Cinderella looking for the prince to bring her the slipper and take her away to in the sunset. I think I prefer that vision, to the comeback one.

Time to let go of the Nortel-beating-Cisco-and-Ericsson dream. Someone should come and take Nortel private, turn her back into the old BNR, and then, spin it out as a new company. New name, new brand, new image. The corporate “reset” button.

Otherwise, I fear, she'll continue to be marginalized, decreasing shareholder and customer value.

]]> By: Johnny Aerotek http://www.allaboutnortel.com/2008/03/03/look-out-below/comment-page-1/#comment-4871 Johnny Aerotek Tue, 04 Mar 2008 03:46:01 +0000 http://www.allaboutnortel.com/2008/03/03/look-out-below/#comment-4871 And there would be no reason to slash another bunch of jobs. And there would be no reason to slash another bunch of jobs.

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