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Nortel Looking for IP-TV Acquisitions

LightReading must have some pretty good sources within Nortel these days. After writing about a speculated asset swap between Alcatel and Nortel last week, LIghtReading is reporting today that Nortel is planning several IP-TV acquisitions as part of an aggressive strategic focus on the telecom video market. “Nortel has revisited its IPTV strategy”, a source [...]

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Alcatel-Lucent Merger on Watch

Light Reading reports that Alcatel and Lucent have agreed to have their merger (well, it’s actually Alcatel buying Lucent) open for further review by the Committee on Foreign Investment in the United States after deal is completed as part of a security agreement reached with a variety of U.S. government agencies. The "merger" is expected [...]

Analysts Getting Frustrated

A theme among analysts in the wake of Nortel’s third-quarter results is frustration/impatience with the pace of change of the company’s restructuring. Earlier this week, TD Securities cited this issue as a key factor in a decision to reduce its rating to "hold" from "buy" and its target price from $3 to $2.50. CIBC World [...]

Nortel Recognized by Hall of Fame

Did you know Canada has a Telecom Hall of Fame? Did you know they have special recognition awards? Well, Nortel is getting an award for “its role in pioneering digital communications” - an initiative that was launched in 1976 under the “Digital World” program. Of course, Nortel’s real push from analog to digital happened under [...]

NT-Microsoft Deal Dissected

Sci-Tech has a lengthy story looking at the recent Nortel-Microsoft with some insight from customers and analysts.

Analysts Down on NT

UBS has maintainted its “neutral” rating on Nortel but reduced its target price to $2.35 from $2.55. In a research note published last week, UBS said it is concerned about the absence of visibility of the revenue contribution from the NT-LG JV and large deferred revenue balance. Meanwhile, Prudential analyst Inder Singh has downgraded Nortel [...]

Looking for Meme Love

Not that it really matters (but, of course, it does!), I’m puzzled why I can’t get any love from TechMeme today about the Microsoft-Nortel deal. It’s not there are that many blogs focused on Nortel (well, one to be exact) so All Nortel, All the Time’s absense is a mystery. Update: Who says a little [...]

Nortel-Motorola: A No-Go?

Chicago Business has a story looking at Motorola CEO Ed Zander’s strategic options, which include everything from making an acquisition to expanding the company’s hot cell phone business (Razr, Rokr, etc.). With nearly $15-billion of cash, Zander is not hamstrung financially but his track record suggests he’s not a big fan of mega-deals. Chicago Business [...]

Record Traffic!

Nothing like big news to drive traffic. The Siemens-Nokia joint venture announcement saw more than 1,300 visitors yesterday. Now if Techmeme.com would only discover All Nortel, All the Time, life would be really good.