Category Archives: Rivals

What If It’s Not Enough?

By Mark Evans | Published: October 20, 2008
Being critical of the job that Nortel CEO Mike Zafirovski and his senior manager team have done over the past three years is an easy target, mostly because hindsight is 20/20 and it’s far easier to criticize when you’re on the outside looking in. But after listening to Zafirovski’s speech last week to the troops, [...]
Posted in Rivals | 11 Comments

Is Cisco Greener?

By Mark Evans | Published: October 16, 2008
Apparently, Cisco is greener (more green?) than Nortel. According to ABIresearch, Cisco edged out Nortel and HP when it came to evaluating “network switching vendors’ internal green initiatives as well as the greenness of their switches”. ABI said Nortel has the “greenest switches” – “Its switches have been optimized for low power consumption. While Nortel’s [...]
Posted in Rivals | 14 Comments

What’s the Outlook For Equipment Suppliers?

By Mark Evans | Published: October 15, 2008
NetworkWorld has an intriguing story focused on what’s in store for telecom equipment suppliers. Are there going to be winners and losers over the next few months as carriers and corporate customers deal with more pressure on IT budgets? Will an economic slowdown allow Cisco to take advantage of rivals’ struggles to gain an even [...]
Also posted in Industry Sales | 5 Comments

Cisco “Never More Comfortable”

By Mark Evans | Published: September 16, 2008
While analysts such as UBS’ Nikos Theodosopoulos lower their revenue expectations for Nortel, Cisco is downright bullish about its growth prospects. Cisco CEO John Chambers said the company has “never been more comfortable” with its long-term growth goals of 12% to 17%. His bullishness is based on the Internet’s growth and Cisco’s move into new [...]
Posted in Rivals | 10 Comments

Bullish Talk from Cisco

By Mark Evans | Published: August 6, 2008
While Nortel talked about a “challenging” business environment after posting its second-quarter results last week, Cisco took a markedly different stance after posting solid fiscal fourth quarter results yesterday. Cisco said it had “very strong” confidence in its long-term growth targets of 12% to 17%, while Cisco CEO John Chambers added that: “During each economic [...]
Also posted in Financials | 16 Comments

Motorola Riper for a Deal with Nortel

By Mark Evans | Published: April 24, 2008
Motorola looks increasingly vulnerable these days after it posted a 21% decline in first-quarter sales and a net loss of $194-million. The big shocker was a 40% drop in the mobile phone business to $2.1-billion. With Motorola scrambling financially, maybe the idea of a marriage/deal with Nortel looks more appealing as a way for two [...]
Also posted in M&A | 9 Comments
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