LastHopes

Why Nortel is Still Important to Canada

One of the best R&D Bell Labs (LUCENT) has been sold to France (Alcatel). Who is going to pay for Nortel's R&D? Canada or shareholders?

Obviously Huawei would make milk out of Nortel.
Price tag is very low: $7Bil debt - $2Bil cash + $1Bil Market Cap = $6Bil for a whole pie.
Chinese are very good at Buy/Sell, capitalized on the past R&D and destroy any future R&D. I am sure they are going to make huge profits out of it, but they will cut R&D to ZERO and are going to spend only on maintenance and support tasks("R&D"). It is all about profit, but not R&D.
Yes, Canada could convert Nortel to University or government supported lab, but I doubt it would fly.

BTW, the future of Nortel's R&D will be the same as the future of most of Corp acquired by Computer Associates. It is super B model. Buy cheap Corp with customer base and with huge past R&D investments, lay off 90% reduce R&D to 1% and make milk out of it.
It is modern scavenger/parasite model, but it works.

2 Reasons Nortel is Exploring Bankruptcy Protection

As usual very "valuable" comments on second hand news.
Keep going Mark. Some day you may write something very interesting.

Another VoIP Customer for Nortel

You better not to republish already known news, but to add some value to it. Revenue, Profit, Margin, Expected grow in this sector, expected margin, ect.

What is the point to publish second hand news?

LH

Nortel Jumps on the VoIP Bandwagon

As usual very smart comments based on second hand news.
Do you know what is the margin on VoIP?
Do you know how many Mil customers do you need to make profit?
"Nortel still generates healthy revenue from selling" - which product or service?
How could you be so ignorant on the subject and pretend to be a guru on NT?

It is just amazing

LH

What Would John Chambers Have Done for Nortel?

First he would not read your pathetic comments.
Take a moment and read what you have written about Nortel for the past 9 months. Does it ring the bell? It tells a lot.

LH

Has Nortel Become a Takeover Target?

Mark you are genius. Each your comments on NT is full of deep thinking and backup by deep research efforts. Especially your prediction back in June, NT is going to hit $23.
Now again, after very hard thinking process you come up with not trivial conclusion about possible take over and astonishing comments about BOD - Nortel’s board of directors have a fiduciary duty to serve the interests of shareholders".
What can I say? WoW.

G