More Thoughts on Nortel

Stewart suggests that while it’s an interesting strategy, “I wouldn’t buy Nortel based on this tactic at this time – but I am keeping my eye on it”.

===========
re
Ya Ya
Interesting strategy.
I know Duncan, for loong time.
Sure, he is a smart analyst. Basically he says that NT stock is Sell / not Buy/
Basically he doesn't believe in any advantage Nortel has in “Green technologies” or :”Greener technologies”
Other vendors are working hard to reduce power consumption as well. Lets look at Huawei.
http://www.huawei.com/news/view.do?id=5405&cid=42
Huawei Launches Solution to Cut Base Station Power Consumption
[Shenzhen, China - January 18, 2008] Huawei Technologies Co., Ltd. (“Huawei”), a leader in providing next generation telecommunications network solutions for operators around the world, has announced that it has launched a new solution that can reduce base station power consumption by up to 60%. The Green Sites Solution, uses optimized hardware design, an innovative power amplifier and power consumption management to help operators realize a high level of power saving.

Reducing the power consumption of base stations has emerged as one of the key concerns of telecom operators around the globe. Huawei's Green Sites Solution adopts leading power amplifier technologies, including DPD and A-Doherty, that boost the power efficiency of base stations by 45% reducing the overall power consumption of the facilities. It also uses a distributed architecture that allows 20W base stations to have the same output frequency coverage as traditional 40W base stations and high-efficiency power amplifier technologies that make convection cooling, direct cooling, and intelligent cooling technology in a base station possible. This reduces the need for air-conditioners that cause noise pollution and helps to reduce a base station's electricity consumption to less than 500W. Huawei's Green Sites Solution is also able to be integrated with environmental friendly energy sources such as wind, solar power, and methane.

“Huawei has always been committed to looking after the environment,”
=========

Take a look
Huawei marketed their Green solutions in January.!
I would say Nortel just tries to catch up with their marketing slogans. That's right. Slogans. I can't use stronger words here like propaganda because Mark Evans does not like strong words posted on All About Nortel Blog. That's the only reason I will not say so. I won't comment on last week news that RCMP criminally charged Nortel's crooks for the same reason. Mark Evans has Nortel's ads on his blog and it would make selling ads more difficult for Mark if he accepted real and truthful critics of that stock or that company. In my opinion, truthful critic of anything can only improve situation. Cover up of Nortel's frauds is not an issue anymore. Trials are coming. Trials are needed just to separate trash from treasure or in other words crooks from good managers. Public has been waiting long for that. Customers want the clear picture as well. Investors will continue selling NT stock if they don't get answers for troubling questions. Who, What, Why, When?

I think Nortel is playing a very dangerous and short-sighted game with their energy consumption campaign. It was born out of the enterprise networking group but now it is a Nortel corporate theme.

Why is that a problem? Because the declining businesses…that pay a lot of the rent for Nortel…are based on nearly-obsolete hardware that I'm betting are energy pigs. For example, the CS2000 rules the carrier VoIP world because it carries forward the DMS feature set. But check out the frame count versus competitive solutions from Cisco, Sonus, Huawei, etc.. Last time I saw them side-by-side in a comparison the Nortel CS2000 had 3-4 *times* more frames for comparable capacity.

Now let's consider MSC, SGSN, GGSN, etc. Where does Nortel stand overall? It is dangerous to launch a focus campaign without understanding your overall position. I watch with interest.

Put some Yugo ads in here. Surely they will make a deserved comback soon – being so much cheaper, taking up far less space, and using less gas than yer American guzzlers. Whether they actually run or not is beside the point. They are greener. Period.

I stand by my assertion that the Yugo automobile is smaller than the average US car.

By restriping roads and parking lots to accomodate only their size, countless square miles can be reintroduced into nature whilst overweight Americans will have to diet to fit in them comfortably – that is, if they can't telecommute from their homes as Nortel employees.

Since Nortel “caused” this site, it will have also “created” the Yugo ads, spiking their sales, thus lowering emissions, regreening the earth, reducing health care costs, while allowing folks to work from home.

Who said it first – “simplicity trumps complexity”?

I stand by my assertion that the Yugo automobile is smaller than the average US car.

By restriping roads and parking lots to accomodate only their size, countless square miles can be reintroduced into nature whilst overweight Americans will have to diet to fit in them comfortably – that is, if they can't telecommute from their homes as Nortel employees.

Since Nortel “caused” this site, it will have also “created” the Yugo ads, spiking their sales, thus lowering emissions, regreening the earth, reducing health care costs, while allowing folks to work from home.

Who said it first – “simplicity trumps complexity”?