LastHopes's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/286548/comments http://seekingalpha.com/article/112533-why-nortel-is-still-important-to-canada?source=feed#comment-341335 341335
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.
]]> Tue, 30 Dec 2008 09:23:39 -0500
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.
]]> http://seekingalpha.com/article/111078-2-reasons-nortel-is-exploring-bankruptcy-protection?source=feed#comment-332734 332734 Keep going Mark. Some day you may write something very interesting.

]]> Thu, 18 Dec 2008 00:12:07 -0500 Keep going Mark. Some day you may write something very interesting.

]]> http://seekingalpha.com/article/109832-another-voip-customer-for-nortel?source=feed#comment-324503 324503
What is the point to publish second hand news?

LH]]> Tue, 09 Dec 2008 09:07:02 -0500
What is the point to publish second hand news?

LH]]> http://seekingalpha.com/article/109276-nortel-jumps-on-the-voip-bandwagon?source=feed#comment-321298 321298 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]]> Fri, 05 Dec 2008 00:07:12 -0500 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]]> http://seekingalpha.com/article/106510-what-would-john-chambers-have-done-for-nortel?source=feed#comment-308720 308720 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 ]]> Tue, 18 Nov 2008 08:29:13 -0500 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 ]]> http://seekingalpha.com/article/102102-has-nortel-become-a-takeover-target?source=feed#comment-291448 291448 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 ]]> Mon, 27 Oct 2008 10:34:58 -0400 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 ]]>