Comments on: Another 40G Customer

By: yes4aapl

yes4aapl — Sat, 06 Dec 2008 03:31:42 +0000

Warren Buffet has been buying on bad news for over 50 years.
" In short, bad news is an investor ’s best friend. It lets you buy a slice of America’s future at a marked-down price. I can’t predict the short-term movements of the stock market. What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turns up."
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re
yaya
You did not get it.
You can buy a Good stock on bad news but not a POS stock one step from CH11!
Why would you come here and recommend buying NT now?
If NT had any value there would be plenty financial institutions ready to get 100% outstanding shares for $300 mill!
You are proven to be just a pumper to fool others!
Busted!

By: yes4aapl

yes4aapl — Fri, 05 Dec 2008 22:31:42 +0000

By: RYLONDO

RYLONDO — Fri, 05 Dec 2008 16:28:08 +0000

Looks like you are the one staying under a rock…

By: Clint

Clint — Fri, 05 Dec 2008 00:39:20 +0000

The fact is Optical technology is head and shoulders above Huaweii. Why don't you go check that out.
Huaweii marketing...Red communist flag, espionage, copycat.
Huaweii sales..Communist dictatorship ensures that in Asia.
Leadership...Communist Party. Do what we tell you or die.
PBT and 40G are worlds apart.
Huaweii will never be allowed into the United States in a big way.
Or Canada for that matter.
You can count on that.

By: exnt2

exnt2 — Thu, 04 Dec 2008 22:29:05 +0000

Huawei is #7 in North America and climbing. Although I hate them, they will be #3 soon. Its only a matter of time before they penetrate the top tier accounts. they won a big deal in Russia. go check it out.

Nortel folk will never change. always thinking technology is better and people will come running to you.

its marketing.
its sales.
its good leadership that can execute.

Nortel has none of the above. your sales and marketing folks cannot even defend their solutions. What happened to that PBT stuff? Flushed down the toilet I hear.

Quality of service. Yeah Nortel overbloated processes screw up their customers with people in infinite number of teams who cannot deliver. Lets not open a can of worms.

By: RYLONDO

RYLONDO — Thu, 04 Dec 2008 22:10:33 +0000

The excuse for margins being poor was always: 'MEN is a 'growth engine' for the company'.

'If' MEN is sold this excuse will go away and it will be interesting to see if MEN can adapt to a more profit centric attitude.

By: RYLONDO

RYLONDO — Thu, 04 Dec 2008 21:54:34 +0000

He is just TROLLING to try and get some value for the $$ he lost from a bad investment decision.

By: less

less — Thu, 04 Dec 2008 17:52:16 +0000

Word on the street is nobody is buying 100G from anybody because nobody needs it right now.

Which proves how stupid people can be.

By: Tired

Tired — Thu, 04 Dec 2008 17:39:44 +0000

“You” always have all the answers, don't you, you self-praising, self-worshiping, all-seeing oracle of nothing?

By: MEN

MEN — Thu, 04 Dec 2008 16:19:47 +0000

Margins. Margins. Margins.
Under Philip Morin's leadership, the Optical margins were the worst compared to other business units. Despite Philip's appointing one cost reduction director after the other for many years, he failed to solve the high cost of his products. None of these directors were fired by the way (including Mr. Morin himself)

Technology is great, but prices and margins are not. that is why all these wins are contributing very little to the company and that is why selling MEN is the option.