Comments on: Okay, I’m Confused http://www.allaboutnortel.com/2008/09/25/okay-im-confused/ All the News about Nortel Networks Thu, 09 Feb 2012 03:34:00 +0000 hourly 1 By: many http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-31732 many Sat, 27 Sep 2008 00:40:41 +0000 http://www.allaboutnortel.com/?p=1389#comment-31732 Right as in "This is the huawei..........that was nortel Right as in “This is the huawei……….that was nortel

]]> By: many http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6221 many Fri, 26 Sep 2008 20:40:41 +0000 http://www.allaboutnortel.com/?p=1389#comment-6221 Right as in "This is the huawei..........that was nortel Right as in “This is the huawei……….that was nortel

]]> By: more http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6217 more Fri, 26 Sep 2008 14:52:27 +0000 http://www.allaboutnortel.com/?p=1389#comment-6217 It may include PBB and PBT, but it doesn't include any PBR. Given that portfolio gap, many interested buyers are walking away unless Nortel will PBR them ASAP. Then they will truly be classified as a "buying party." It may include PBB and PBT, but it doesn't include any PBR. Given that portfolio gap, many interested buyers are walking away unless Nortel will PBR them ASAP. Then they will truly be classified as a “buying party.”

]]> By: The Optimist http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6216 The Optimist Fri, 26 Sep 2008 11:55:27 +0000 http://www.allaboutnortel.com/?p=1389#comment-6216 The MEN business includes all Optical & Carrier Ethernet (PBB, PBT). This sale is really about the Optical business. There is no doubt, Nortel have very good Optical products. The Carrier Ethernet hasn’t really taken off as Nortel expected. What would make sense is if Nortel consolidate the Carrier Ethernet products across Carrier, Enterprise and Metro space. This is pretty much what they doing with some of their ACE products. One product, just marketed differently. The MEN business includes all Optical & Carrier Ethernet (PBB, PBT). This sale is really about the Optical business. There is no doubt, Nortel have very good Optical products. The Carrier Ethernet hasn’t really taken off as Nortel expected. What would make sense is if Nortel consolidate the Carrier Ethernet products across Carrier, Enterprise and Metro space. This is pretty much what they doing with some of their ACE products. One product, just marketed differently.

]]> By: Another Nortel Watcher http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6220 Another Nortel Watcher Fri, 26 Sep 2008 04:05:38 +0000 http://www.allaboutnortel.com/?p=1389#comment-6220 Please note: it's Huawei, not Huaweii. Please note: it's Huawei, not Huaweii.

]]> By: Another Nortel Watcher http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6227 Another Nortel Watcher Fri, 26 Sep 2008 01:17:29 +0000 http://www.allaboutnortel.com/?p=1389#comment-6227 Sorry, I should have been more direct. The priority of the Nortel business units is 1) what's good for the business unit, 2) what's good for Nortel, 3) what's good for the shareholders, 4) what's good for the employees. <br><br>Marketing messages are written to support the issue of the day. I don't believe there is any overall Nortel strategy as the conflicting messages demonstrate. The CMO should force a confrontation over this nonsense. In the meantime, each business unit will execute on independent strategies and continue to issue conflicting positions. Sorry, I should have been more direct. The priority of the Nortel business units is 1) what's good for the business unit, 2) what's good for Nortel, 3) what's good for the shareholders, 4) what's good for the employees.

Marketing messages are written to support the issue of the day. I don't believe there is any overall Nortel strategy as the conflicting messages demonstrate. The CMO should force a confrontation over this nonsense. In the meantime, each business unit will execute on independent strategies and continue to issue conflicting positions.

]]> By: Clint http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6219 Clint Thu, 25 Sep 2008 23:33:12 +0000 http://www.allaboutnortel.com/?p=1389#comment-6219 Huawei might make sense but I think the politics of democracy will keep them out..let alone the politics of competitors like cisco, alcatel and others who don't want huaweii in their backyard.<br>We'll see but I doubt Huaweii will get them unless they give the MEN executives and employees over the top bonuses and provide a hefty dollar to Nortel. Really don't see it happening with Huaweii. Huawei might make sense but I think the politics of democracy will keep them out..let alone the politics of competitors like cisco, alcatel and others who don't want huaweii in their backyard.
We'll see but I doubt Huaweii will get them unless they give the MEN executives and employees over the top bonuses and provide a hefty dollar to Nortel. Really don't see it happening with Huaweii.

]]> By: The Psychiatrist http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6218 The Psychiatrist Thu, 25 Sep 2008 22:52:14 +0000 http://www.allaboutnortel.com/?p=1389#comment-6218 I think Huawei makes sense as the favourite to buy Nortel's MEN unit,they do get a foot in the NA market,even though this space is crowded,no one can make boxes as cheap as Huawei could.<br><br><br>Question now becomes-how much is Huawei willing to pay for that extra NA $1.5-$2 billion a year revenue?<br><br>it seems the way the sale is being set up,it is just to unload the high cost unit,while Nortel still retains the related Ethernet patents for their Enterprise division. anyone? I think Huawei makes sense as the favourite to buy Nortel's MEN unit,they do get a foot in the NA market,even though this space is crowded,no one can make boxes as cheap as Huawei could.

Question now becomes-how much is Huawei willing to pay for that extra NA $1.5-$2 billion a year revenue?

it seems the way the sale is being set up,it is just to unload the high cost unit,while Nortel still retains the related Ethernet patents for their Enterprise division. anyone?

]]> By: exnt2 http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6222 exnt2 Thu, 25 Sep 2008 22:15:30 +0000 http://www.allaboutnortel.com/?p=1389#comment-6222 Mark, its natural because its Nortel. MEN was formed with different products including the optical business, a cloned version of Enterprise Ethernet switch 8600, legacy ATM switch products and a data center product. They started a new next generation ethernet switch with a redundant program in Enterprise, which has been canned. The data center product was also canned. ATM legacy is dead as it was starved as all investment went to Neptune that was canned.<br><br>Anybody buying will mainly go for the optical piece. The ethernet switch product if sold will be tricky as Nortel Enterprise has all the patents etc. Legal and contract nightmare. ATM product is dead. Prior to MEN, optical was part of the carrier division. Morin did an excellent job creating a story to get himself promoted to President. Z of course did not know better since he is not a telecom guy.<br><br>What can I say. To bring back the previous marketing: This is the way. This is Nortel. Mark, its natural because its Nortel. MEN was formed with different products including the optical business, a cloned version of Enterprise Ethernet switch 8600, legacy ATM switch products and a data center product. They started a new next generation ethernet switch with a redundant program in Enterprise, which has been canned. The data center product was also canned. ATM legacy is dead as it was starved as all investment went to Neptune that was canned.

Anybody buying will mainly go for the optical piece. The ethernet switch product if sold will be tricky as Nortel Enterprise has all the patents etc. Legal and contract nightmare. ATM product is dead. Prior to MEN, optical was part of the carrier division. Morin did an excellent job creating a story to get himself promoted to President. Z of course did not know better since he is not a telecom guy.

What can I say. To bring back the previous marketing: This is the way. This is Nortel.

]]> By: Clint http://www.allaboutnortel.com/2008/09/25/okay-im-confused/comment-page-1/#comment-6229 Clint Thu, 25 Sep 2008 21:46:29 +0000 http://www.allaboutnortel.com/?p=1389#comment-6229 Guys,<br>They are going to buy an off the shelf box made by somebody in mexico and have s/w coneheads tinker with it.<br>That's the NT enterprise vision for the future.<br>See how they are trumpeting the microsoft/ibm alliances all of a sudden. Coincidence?<br>I don't think so. Guys,
They are going to buy an off the shelf box made by somebody in mexico and have s/w coneheads tinker with it.
That's the NT enterprise vision for the future.
See how they are trumpeting the microsoft/ibm alliances all of a sudden. Coincidence?
I don't think so.

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