Comments on: Richards Defends Nortel http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/ All the News about Nortel Networks Thu, 09 Feb 2012 03:34:00 +0000 hourly 1 By: even http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-31733 even Mon, 22 Sep 2008 19:29:44 +0000 http://www.allaboutnortel.com/?p=1356#comment-31733 Barry Richards also posted a new report on the Paradigm website titled<br>"NT-Setting the record straight". I can't access it....anybody know what this report says? Barry Richards also posted a new report on the Paradigm website titled
“NT-Setting the record straight”. I can't access it….anybody know what this report says?

]]> By: exnt2 http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-31734 exnt2 Mon, 22 Sep 2008 17:47:25 +0000 http://www.allaboutnortel.com/?p=1356#comment-31734 enterprise will be sold off to Polycom, Microsoft, Siemens, Avaya. Nortel and its brand is over.<br><br>with 7-9 billion in debt, most creditors will start calling now to ensure that the company does not implode or have a fire sale. so even if anything is left, creditors would want their money back. enterprise will be sold off to Polycom, Microsoft, Siemens, Avaya. Nortel and its brand is over.

with 7-9 billion in debt, most creditors will start calling now to ensure that the company does not implode or have a fire sale. so even if anything is left, creditors would want their money back.

]]> By: Clint http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-31735 Clint Mon, 22 Sep 2008 16:35:20 +0000 http://www.allaboutnortel.com/?p=1356#comment-31735 You can definitely see here that CDMA is going to be sold off or moved to China. NT already do CDMA work in their huge R@D lab in Beijing.<br>Just a matter of time before CDMA Nortel leaves North America or a competitor buys them out. I expect that announcement next year. You can definitely see here that CDMA is going to be sold off or moved to China. NT already do CDMA work in their huge R@D lab in Beijing.
Just a matter of time before CDMA Nortel leaves North America or a competitor buys them out. I expect that announcement next year.

]]> By: even http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3886 even Mon, 22 Sep 2008 15:29:44 +0000 http://www.allaboutnortel.com/?p=1356#comment-3886 Barry Richards also posted a new report on the Paradigm website titled<br>"NT-Setting the record straight". I can't access it....anybody know what this report says? Barry Richards also posted a new report on the Paradigm website titled
“NT-Setting the record straight”. I can't access it….anybody know what this report says?

]]> By: exnt2 http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3887 exnt2 Mon, 22 Sep 2008 13:47:25 +0000 http://www.allaboutnortel.com/?p=1356#comment-3887 enterprise will be sold off to Polycom, Microsoft, Siemens, Avaya. Nortel and its brand is over.<br><br>with 7-9 billion in debt, most creditors will start calling now to ensure that the company does not implode or have a fire sale. so even if anything is left, creditors would want their money back. enterprise will be sold off to Polycom, Microsoft, Siemens, Avaya. Nortel and its brand is over.

with 7-9 billion in debt, most creditors will start calling now to ensure that the company does not implode or have a fire sale. so even if anything is left, creditors would want their money back.

]]> By: Clint http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3888 Clint Mon, 22 Sep 2008 12:35:20 +0000 http://www.allaboutnortel.com/?p=1356#comment-3888 You can definitely see here that CDMA is going to be sold off or moved to China. NT already do CDMA work in their huge R@D lab in Beijing.<br>Just a matter of time before CDMA Nortel leaves North America or a competitor buys them out. I expect that announcement next year. You can definitely see here that CDMA is going to be sold off or moved to China. NT already do CDMA work in their huge R@D lab in Beijing.
Just a matter of time before CDMA Nortel leaves North America or a competitor buys them out. I expect that announcement next year.

]]> By: er..... http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3889 er..... Mon, 22 Sep 2008 04:02:25 +0000 http://www.allaboutnortel.com/?p=1356#comment-3889 China Telecom has just announced the 1st round CDMA(the former CUTC CDMA network) biding results:<br>HUAWEI: 30%, 74000 carrier frequency, 20 of 81 cities<br>Alcatel Lucent: 20%, 48000, 13<br>MOTO: 18%, 45000, 15<br>Nortel: 17%, 42000, 13<br>ZTE: 14%, 35000, 21<br>this round's 81 cities account for about half of total value, including all Chinese provinces' capitals & important cities. the 2nd round biding will including about the other 200 smaller cities<br>averagely, every carrier frequency price about $4,400, a little less than the average global price<br>this final result differs much to the former rumors like ZTE 35%, HUAWEI 29%, ALU 20%...<br>HUAWEI definitely is the winner, consider it's former market 3% share, and the got 20 cities most located in China's most profitable southwest areas.<br>ALU lose the most valued Guangdong province market, this result mostly due to it's combined access & core network strategy. Although ALU promise will open its A-interface in the future, it still lose many scores<br>MOTO guards it's former market share, including Beijing, Hebei & some important cities in Guangdong province<br>NT also guards it's former market share, maintain it's advantage in Middle China, and get few advance<br>ZTE remain it's advantage in West China, and get the valuable City Chengdu in Sichuan Province, which just suffered a severe earthquake in May, maybe there will be lots of reconstruct opportunities...<br>Samsung maybe the loser, lost almost all it's former market share but only 1 city, yet the good news is rumor said it had got a large share in cellphone bid. China Telecom has just announced the 1st round CDMA(the former CUTC CDMA network) biding results:
HUAWEI: 30%, 74000 carrier frequency, 20 of 81 cities
Alcatel Lucent: 20%, 48000, 13
MOTO: 18%, 45000, 15
Nortel: 17%, 42000, 13
ZTE: 14%, 35000, 21
this round's 81 cities account for about half of total value, including all Chinese provinces' capitals & important cities. the 2nd round biding will including about the other 200 smaller cities
averagely, every carrier frequency price about $4,400, a little less than the average global price
this final result differs much to the former rumors like ZTE 35%, HUAWEI 29%, ALU 20%…
HUAWEI definitely is the winner, consider it's former market 3% share, and the got 20 cities most located in China's most profitable southwest areas.
ALU lose the most valued Guangdong province market, this result mostly due to it's combined access & core network strategy. Although ALU promise will open its A-interface in the future, it still lose many scores
MOTO guards it's former market share, including Beijing, Hebei & some important cities in Guangdong province
NT also guards it's former market share, maintain it's advantage in Middle China, and get few advance
ZTE remain it's advantage in West China, and get the valuable City Chengdu in Sichuan Province, which just suffered a severe earthquake in May, maybe there will be lots of reconstruct opportunities…
Samsung maybe the loser, lost almost all it's former market share but only 1 city, yet the good news is rumor said it had got a large share in cellphone bid.

]]> By: broadbandbill http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3890 broadbandbill Mon, 22 Sep 2008 03:18:52 +0000 http://www.allaboutnortel.com/?p=1356#comment-3890 Call me crazy but I see Cisco rescuing Nortel; well, I mean ex-Cisco Charlie Giancarlo of SilverLake Partners (owners of Avaya, btw) buying up a future gem of a telecom player-MEN. Philippe (Morin) is a smart man, I think he even went through back channels to get this done. No current telecom vendor will buy MEN to help a competitor (if one can even call Nortel a competitor) but PE firms don’t have that problem and they do have money. Charlie G. may even recall his old pal Mike (I-thought-I could-run-a-content-company) Volpi away from Joost and make him CEO of MEN with Phillpe as the CTO. Yup, that old gypsy magic still might work. -- bb Call me crazy but I see Cisco rescuing Nortel; well, I mean ex-Cisco Charlie Giancarlo of SilverLake Partners (owners of Avaya, btw) buying up a future gem of a telecom player-MEN. Philippe (Morin) is a smart man, I think he even went through back channels to get this done. No current telecom vendor will buy MEN to help a competitor (if one can even call Nortel a competitor) but PE firms don’t have that problem and they do have money. Charlie G. may even recall his old pal Mike (I-thought-I could-run-a-content-company) Volpi away from Joost and make him CEO of MEN with Phillpe as the CTO. Yup, that old gypsy magic still might work. — bb

]]> By: exnt http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3891 exnt Mon, 22 Sep 2008 03:08:44 +0000 http://www.allaboutnortel.com/?p=1356#comment-3891 Nortel has only a few businesses that make money: CDMA, enterprise voice, the old switching business, optical, and the list is over. These are all old, cash-cow stable businesses. Meanwhile, the company is structured like it has tons of good growing businesses. It has many many highly paid execs (over 200), huge operations teams, huge finance teams, marketing, large staff organizations, big sales groups, 6 sigma consultants, etc. The few good businesses could probably operate with their current R&D staffs, a few hundred sales people, a few hundred ops people, 30 staff people and about 6 execs. This would be a company of about 6000 people. Nortel has only a few businesses that make money: CDMA, enterprise voice, the old switching business, optical, and the list is over. These are all old, cash-cow stable businesses. Meanwhile, the company is structured like it has tons of good growing businesses. It has many many highly paid execs (over 200), huge operations teams, huge finance teams, marketing, large staff organizations, big sales groups, 6 sigma consultants, etc. The few good businesses could probably operate with their current R&D staffs, a few hundred sales people, a few hundred ops people, 30 staff people and about 6 execs. This would be a company of about 6000 people.

]]> By: Novice Investor http://www.allaboutnortel.com/2008/09/19/richards-defends-nortel/comment-page-1/#comment-3892 Novice Investor Mon, 22 Sep 2008 02:40:24 +0000 http://www.allaboutnortel.com/?p=1356#comment-3892 Elimination of short selling would also work .... Mr. Z is plugged into Washington and Ottawa, let's go with the "crisis" argument .... Elimination of short selling would also work …. Mr. Z is plugged into Washington and Ottawa, let's go with the “crisis” argument ….

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