Avdude15

Nortel: Would a Breakup Unlock Value?

Mike Z and his management team have allowed their enterprise data business to self-distruct. They completely have failed to address the fundimental problems of their enterprise data business including:
1. Failure to deliver a replacement to the aging 8600 ethernet switch (when did it first ship, around 2001?)
2. Failure to ship a replacment to their Alteon application switches - marketshare has gone from 30% to what 4%? Again, when did they last ship a new box, 2002?
3. Failure to create a sale organization capable of selling data products
4. Failure of their marketing organization to understand the data business
5. Failure to do any online marketing
6. Failure to generate sales leads
7. Failure to nuture a data sales channel - try to find a reseller who sells nortel data gear! Try to find one who has been trained in nortel products!