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Nortel Networks Corp. (NT)

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  • Wisdom vs. Information: CIEN /NT: 390M cash, ~130M stock (10M shares), 2X Rev, add 100M annual OpEx, another 50M for transaction costs; proforma looks good
    Thu, Oct 08, 2009
  • Wisdom vs. Information: CIEN has been concentrating on 100G b/c telcoms had been demanding; recently telcoms demandschanged, so 40G bridge was desirable, thus NT
    Wed, Oct 07, 2009
  • Hedged In: (ERIC) is buying (NT)'s North American wireless infrastructure business http://tinyurl.com/m63msk
    Sun, Jul 26, 2009