rich168

Nortel's Bankruptcy Garage Sale Scorecard

looking at the price paids....
most are almost double the stalking horse bids.

Nortel Asset Buy Doesn't Win Ciena Any Friends

this is a huge bet by CIEN on mobile internet.
the 2nd highest bidder was Nokia Siemens.
Clearly mobile internet use it rocketing.
more bandwidth is needed.
That is where CIEN can come in.
Provide Carriers like Verizon, AT&T, Vodafone, Telefonica,
with a high bandwidth backbone for the cellsites

Ciena (CIEN -6.7%) upped its offer by more than $200M to $769M and edged out a joint bid by Nokia Siemens (NOK, SI) and private-equity firm One Equity Partners to buy Nortel's optical networking and carrier ethernet assets. The deal will more than double Ciena's turnover.

Buying CIEN on the dips
Carriers will need to spend more on equipment with mobile internet usage expected to SOAR!!!!!

Is Anyone Else Going to Bid on Nortel's MEN Business?

CIEN just bagged it...
with mobile internet exploding...

Carriers must upgrade...
Smartphones are going to outsell the pc and soon a Apple TABLET will require more data pipes....

Dell's Third Quarter Disappoints, Yet It Sees IT Demand Improving

If dell disappoints

There is a high probability HP will likely disappoint.

Research In Motion Not Likely to Spend $1.2B on Share Repurchase Program

Yes smartphones will be growth as wealth grows over ASIA, LatAM.
But people buying smartphones won't buy one for Push email which is RIMMs bread and butter.

They are used to SMS. Push emails are useful for Managers, CEO, CFO. But for consumers. SMS is enough.
I still don't see a paradigm shift.

In Europe which is GSM. SMS still out paces email push.

smartphones will offer services such as mobile internet, search, location/navigation(GPS), social networking.
In other words more than just push email.

Recently RIMM acquired a software company making a mobile web browser. I think they have realized their weakness.


On Nov 09 09:49 AM User 493712 wrote:

> Hi Rich168,
> I partially agree with you that BB is strong in US and Canada but
> it is not "not much" in anywhere else. It is doing pretty good in
> Europe as well. You are right it is not much in Asia and LatAms.
> I am glad that you did not mention "Africa". My point is there are
> reasons for BB having no significant presence in those area. Asia
> and LatAms have majority population in developing country stage (even
> though some of them are rich). There are a lot of growth room still
> can be found in cell phone industry. Why those carriers wants to
> jump in Smart Phone and facing uncertainty about whether the general
> population can afford those expensive toys? That is why MOT is doing
> great in those place but fighting for survival in north america.
> However, as the ecomony conitnue to grow in Asia and LatAm, finally
> they will adpot the Smartphone. And RIMM will be a big player as
> it is here.

May the Lloyd Be with You: Blankfein Doing 'God's Work'?

GS is a trader masquerading as a bank...

The FEDs should have never allowed GS to convert into a bank....
Arrogance is the word...

GS is not a bank
its not lending money to businesses
But it gets cheap funds from the Federal Reserve and use it to BUY commodities and stocks.

Roubini: Commodities Due for a Correction

GS(now a bank)
is getting FED FUNDS at a cheap rate and putting in on oil, metals, farm produce.

That's carry trade.
Banks are not lending anymore
They are trading.

U.S. Employment Picture Remains Ugly

That 10.2%
will take a toll on consumer spending

even with unemployment benefits being extended.

Research In Motion Not Likely to Spend $1.2B on Share Repurchase Program

My take on RIMM is on the global mobile industry.
RIMM is strong in the US and CANADA.
not much anywhere else.

RIMMs bread and butter is email delivery.
Yes they are secure, yes the US president uses it made even more secure.

In most parts of the word. its SMS (short messaging system)that rules. Which USA took a very long time to embrace albeit understand.

Would you think ASIANs and EUROPE, LatAMs. would suddenly embrace RIMMs push email? That's a paradigm shift which has a very very nil chance.

RIM's Crisis Could Be an Opportunity, Again

While Rimm is indeed strong at the enterprise market.

Will CIOs continue to pay the premium?

I'm sure their is pricing pressure on the enterprise market.
which can eat into RIMMs margins

RIM's Crisis Could Be an Opportunity, Again

RIMM's hold of the enterprise market looks to be under competitive threat

which would bring pricing lower
and margins lower for RIMM

thus negatively affecting future earnings

I'm sure enterprise accounts of RIMM are negotiating for a cut in charges.

RIMM focused on mobile email

Apple focused delivering unparalleled mobile multimedia experience
with mobile email and or messaging just an added bonus.

About Google's Cool New Music Onebox

Until google makes an ipod.
It won't be a force in the music industry.

Although the music industry is at the mercy of APPLE.
They are supporting GOOGLE as some sort of a leverage.

Apple Gaining Ground in Smartphone Race

Remember

EMAIL is FREE.
How RIMM is making money out it still puzzles me.

Corporate EMAIL. Where RIMM makes it dough.
But soon corporations will negotiate aggressively with pricing.
and RIMM's revenue will drop

Apple Gaining Ground in Smartphone Race

RIMM is very good in EMAIL.
Thats all Folks. No things else follows.

That business model is prone to competitive pressures.
Much like the electronic pagers of the 1980s. It will be heading to obsolescence

What people are unaware of is that in GSM only countries.
RIMM is being canned.
Look at china.... Blackmarket for Iphones have flourished.
Do you hear RIMM there????

Somethings got to change in RIMM's business model.