As much as I’ve been accused from time to time of being overly-enthusiastic about highlighting Nortel’s struggles, I’m also happy to put the spotlight on positive news.
For example, Synergy Research Group just released its Q2 survey for router/switch sales to service providers. Guess what? The leading vendor in terms of quarter-to-quarter growth is Nortel..by a country mile over Tellabs.
In explaining the strong router sales overall, Synergy said:
“While the increasing demands of multimedia network traffic such as video are contributing to Router sales, Synergy believes managed services are also becoming a strong growth driver. Worldwide, businesses are turning to service providers for managed services as a cost-effective alternative to maintaining and running their own networks. Synergy believes as organizations continue to operate under challenging economic conditions, the trend to outsource network services to Service Providers will continue to increase.
For service providers to address this opportunity they will need to offer competitively priced services that provide a flexible access aggregation architecture and an efficient operation to the Enterprise. This will require Service Providers to increase their Router investment, especially at the edge of their networks.”
Does synergy have anything negative to say about Nortel… ever… how can we doubt their numbers?
26 Mar 2002 … Passport was also #1 in the same categories according to Cahner’s In-Stat and Synergy Research Group.
According to Synergy Research Group, Nortel Networks was the worldwide market share leader for 2003 in voice over packet with a 39 percent share. …
According to Synergy Research Group, Nortel is the global carrier VoIP market leader for the entire year of 2005 with 19 percent share based on revenue and …
Fact is Nortel leads in no markets… as a matter of fact this router market is dominated by others.
Cisco, Juniper Networks and Alcatel-Lucent remained the top three vendors, together accounting for 84% of this market. (cISCO alone has around 66%)
This was quarter over quarter growth , lets look at the order of Year over year growth again, or next few quarter's numbers before jumping to concusions, and was this info Nortel fed them?
Service Provider Router/Switch Vendor Sales Growth:
Does synergy have anything negative to say about Nortel… ever… how can we doubt their numbers?
26 Mar 2002 … Passport was also #1 in the same categories according to Cahner’s In-Stat and Synergy Research Group.
According to Synergy Research Group, Nortel Networks was the worldwide market share leader for 2003 in voice over packet with a 39 percent share. …
According to Synergy Research Group, Nortel is the global carrier VoIP market leader for the entire year of 2005 with 19 percent share based on revenue and …
Fact is Nortel leads in no markets… as a matter of fact this router market is dominated by others.
Cisco, Juniper Networks and Alcatel-Lucent remained the top three vendors, together accounting for 84% of this market. (cISCO alone has around 66%)
This was quarter over quarter growth , lets look at the order of Year over year growth again, or next few quarter's numbers before jumping to concusions, and was this info Nortel fed them?
Service Provider Router/Switch Vendor Sales Growth:
Gosh…. 37% YOY and 36% Q-Q …..without resorting to alegbra, I think this just means they sold another one. Growth is nice, but this is the law of small numbers – better metric… how much market share did they move.
Observer
I think this means that Cisco years of peddling the alphabet soup various certification acronyms has peaked and service providers now want something simpler and lower cost so they don't have all that overhead. We are entering the era of frugality after an era of excess. That's not good news for higher cost equipment from Cisco along with the overhead in maintaining a Cisco network.
less
“Introduced in the summer of 1986 at a price of less than $4000, the Yugo was by far the lowest-priced new car available in the USA at the time, and it sold very well at first..
In the United States, the Yugo soon developed a negative reputation; defenders of the brand countered by arguing that major auto producers were collaborating with influential automotive media in efforts to eliminate competition.”
Sounds vaguely amiliar.
“Malcolm Bricklin signed a deal with Zastava in 2002 to bring back Yugo to American shores with a model tentatively called the ZMW. “
They're cheaper, dammit.
“Bricklin's foray into importing and marketing Chery cars from China folded in mid-to-late 2006 when Bricklin could not come up with the investment required to fund US-specification vehicles from Chery.”
Thank you, GM.
“In early 2008, Bricklin is working with several universities to develop a car powered by advanced lithium-ion batteries.”
They're cheaper and greener.
Nortelhand
Just twisting numbers. How much market share did Notel take to get that big YOY number? A 37% increas of a very small number is still a very small number. Putting a happy face on the facts is making all investors sick. Mike Z sold investors a bill of goods that was nothing more than spin. Nortel is going no place for as far as anyone can see. Mike Z can't even keep Nortel even close to Q estimates.
Observer
I think this means that Cisco years of peddling the alphabet soup various certification acronyms has peaked and service providers now want something simpler and lower cost so they don't have all that overhead. We are entering the era of frugality after an era of excess. That's not good news for higher cost equipment from Cisco along with the overhead in maintaining a Cisco network.
less
“Introduced in the summer of 1986 at a price of less than $4000, the Yugo was by far the lowest-priced new car available in the USA at the time, and it sold very well at first..
In the United States, the Yugo soon developed a negative reputation; defenders of the brand countered by arguing that major auto producers were collaborating with influential automotive media in efforts to eliminate competition.”
Sounds vaguely amiliar.
“Malcolm Bricklin signed a deal with Zastava in 2002 to bring back Yugo to American shores with a model tentatively called the ZMW. “
They're cheaper, dammit.
“Bricklin's foray into importing and marketing Chery cars from China folded in mid-to-late 2006 when Bricklin could not come up with the investment required to fund US-specification vehicles from Chery.”
Thank you, GM.
“In early 2008, Bricklin is working with several universities to develop a car powered by advanced lithium-ion batteries.”
They're cheaper and greener.
Nortelhand
Just twisting numbers. How much market share did Notel take to get that big YOY number? A 37% increas of a very small number is still a very small number. Putting a happy face on the facts is making all investors sick. Mike Z sold investors a bill of goods that was nothing more than spin. Nortel is going no place for as far as anyone can see. Mike Z can't even keep Nortel even close to Q estimates.
Some Good News for Nortel
As much as I’ve been accused from time to time of being overly-enthusiastic about highlighting Nortel’s struggles, I’m also happy to put the spotlight on positive news.
For example, Synergy Research Group just released its Q2 survey for router/switch sales to service providers. Guess what? The leading vendor in terms of quarter-to-quarter growth is Nortel..by a country mile over Tellabs.
In explaining the strong router sales overall, Synergy said:
Technorati Tags: Nortel, routers, synergy research group