Comments on: Merrill: Break-up of NT could unlock >35% value http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/ All the News about Nortel Networks Thu, 09 Feb 2012 03:34:00 +0000 hourly 1 By: Onlooker http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-30773 Onlooker Fri, 11 Apr 2008 19:49:46 +0000 http://www.allaboutnortel.com/?p=1000#comment-30773 memo has a great point about Enron. Many of the same accounting and off book techniques that were used at Enron before its collapse are now being used by the entire banking industry and even the Federal Reserve. Eventually all these losses will have to be marked to market. This is why we are in the curent global banking crisis. <br><br>Analysts are deaf, dumb and blind when it comes to trying to predict the future when so much of it depends on the macroeconomy and not what happens in some little corner of the universe. GE is the greatest example of a single stock as a macro indicator and from the looks of today's news from them, this will be a prolonged slowdown lasting into 2009. memo has a great point about Enron. Many of the same accounting and off book techniques that were used at Enron before its collapse are now being used by the entire banking industry and even the Federal Reserve. Eventually all these losses will have to be marked to market. This is why we are in the curent global banking crisis.

Analysts are deaf, dumb and blind when it comes to trying to predict the future when so much of it depends on the macroeconomy and not what happens in some little corner of the universe. GE is the greatest example of a single stock as a macro indicator and from the looks of today's news from them, this will be a prolonged slowdown lasting into 2009.

]]> By: Onlooker http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-30774 Onlooker Fri, 11 Apr 2008 19:44:51 +0000 http://www.allaboutnortel.com/?p=1000#comment-30774 I think the more realistic scenario is that all of Nortel's competitors value's will fall by 20-35%. Nortel is already fairly valued for the global depression. In my opinion, others like Cisco, Juniper etc will have to follow. I think the more realistic scenario is that all of Nortel's competitors value's will fall by 20-35%. Nortel is already fairly valued for the global depression. In my opinion, others like Cisco, Juniper etc will have to follow.

]]> By: ex-nt http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-30775 ex-nt Fri, 11 Apr 2008 18:16:14 +0000 http://www.allaboutnortel.com/?p=1000#comment-30775 Finally, an analyst with some brains!! Finally, an analyst with some brains!!

]]> By: Onlooker http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-6358 Onlooker Fri, 11 Apr 2008 15:49:46 +0000 http://www.allaboutnortel.com/?p=1000#comment-6358 memo has a great point about Enron. Many of the same accounting and off book techniques that were used at Enron before its collapse are now being used by the entire banking industry and even the Federal Reserve. Eventually all these losses will have to be marked to market. This is why we are in the curent global banking crisis. <br><br>Analysts are deaf, dumb and blind when it comes to trying to predict the future when so much of it depends on the macroeconomy and not what happens in some little corner of the universe. GE is the greatest example of a single stock as a macro indicator and from the looks of today's news from them, this will be a prolonged slowdown lasting into 2009. memo has a great point about Enron. Many of the same accounting and off book techniques that were used at Enron before its collapse are now being used by the entire banking industry and even the Federal Reserve. Eventually all these losses will have to be marked to market. This is why we are in the curent global banking crisis.

Analysts are deaf, dumb and blind when it comes to trying to predict the future when so much of it depends on the macroeconomy and not what happens in some little corner of the universe. GE is the greatest example of a single stock as a macro indicator and from the looks of today's news from them, this will be a prolonged slowdown lasting into 2009.

]]> By: Onlooker http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-6359 Onlooker Fri, 11 Apr 2008 15:44:51 +0000 http://www.allaboutnortel.com/?p=1000#comment-6359 I think the more realistic scenario is that all of Nortel's competitors value's will fall by 20-35%. Nortel is already fairly valued for the global depression. In my opinion, others like Cisco, Juniper etc will have to follow. I think the more realistic scenario is that all of Nortel's competitors value's will fall by 20-35%. Nortel is already fairly valued for the global depression. In my opinion, others like Cisco, Juniper etc will have to follow.

]]> By: ex-nt http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-6360 ex-nt Fri, 11 Apr 2008 14:16:14 +0000 http://www.allaboutnortel.com/?p=1000#comment-6360 Finally, an analyst with some brains!! Finally, an analyst with some brains!!

]]> By: Canadian Personal Finance Blog » Blog Archive » Random Thoughts For Friday http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-2310 Canadian Personal Finance Blog » Blog Archive » Random Thoughts For Friday Fri, 11 Apr 2008 11:26:46 +0000 http://www.allaboutnortel.com/?p=1000#comment-2310 [...] An interesting article about how Nortel might be worth more broken into it’s parts than it is worth as a whole? [...] [...] An interesting article about how Nortel might be worth more broken into it’s parts than it is worth as a whole? [...]

]]> By: memo http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-6361 memo Thu, 10 Apr 2008 21:42:13 +0000 http://www.allaboutnortel.com/?p=1000#comment-6361 The US financial system needs a top-down renovation including analysts.<br><br>mark sue reduces price target after the share price drops, issues sell recomendation with a price target of 7 dolars showing 15% increase. now the stock has passed that level and i expect mark sue to issue buy again, which is not good for Nortel Investors.<br><br>analysts were bullish about Enron right before its bankruptcy,<br><br>credit rating agencies said ok for sub-prime bonds prior to sub-prime market crisis.<br><br>bla bla bla<br><br>now, merrill lynch says 10 dolar breakup value and i say to them were you sleeping one year ago when the stock was trading at 25 dolars. The US financial system needs a top-down renovation including analysts.

mark sue reduces price target after the share price drops, issues sell recomendation with a price target of 7 dolars showing 15% increase. now the stock has passed that level and i expect mark sue to issue buy again, which is not good for Nortel Investors.

analysts were bullish about Enron right before its bankruptcy,

credit rating agencies said ok for sub-prime bonds prior to sub-prime market crisis.

bla bla bla

now, merrill lynch says 10 dolar breakup value and i say to them were you sleeping one year ago when the stock was trading at 25 dolars.

]]> By: Name Nortel Enterprise http://www.allaboutnortel.com/2008/04/10/merrill-break-up-of-nt-could-unlock-35-value/comment-page-1/#comment-6362 Name Nortel Enterprise Thu, 10 Apr 2008 20:27:17 +0000 http://www.allaboutnortel.com/?p=1000#comment-6362 Splitting Nortel into 4 separate individual companies is inevitable, Enterprise (M1 CS1K PBX's), Carrier Wireline ( DMS/CS2K core switching for wirleline/wireless/instant messaging IMS), Carrier Wireless and Data/Optical (Bay Networks :D) should all be stand alone companies. The sooner this happens, the sooner the separated companies will start focusing and investing in their core competencies, instead of subsidizing each other.. Splitting Nortel into 4 separate individual companies is inevitable, Enterprise (M1 CS1K PBX's), Carrier Wireline ( DMS/CS2K core switching for wirleline/wireless/instant messaging IMS), Carrier Wireless and Data/Optical (Bay Networks :D ) should all be stand alone companies. The sooner this happens, the sooner the separated companies will start focusing and investing in their core competencies, instead of subsidizing each other..

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