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AlasPoorYorick 12/4/2012 | 9:41:30 PM
re: Nortel Outlook Worsens Steven Levy, the ANALyst as you call him, was
one of the very few telecom analysts with the
smarts and the courage to call out the phony
growth of Lucent under McGinn&Co, back in 1999.
Belzebutt 12/4/2012 | 9:41:26 PM
re: Nortel Outlook Worsens Think about it 20% of the revenue and 50+% of the compensation...

I agree, that doesn't sound fair. The only rationale I can see is that these guys have to go up against Cisco, while carrier guys go against Lucent and Alcatel, not quite as challenging.

But I'm sure there are good arguments to counter that.
dodo 12/4/2012 | 9:41:19 PM
re: Nortel Outlook Worsens "Bay sales team n33ds to get their butts to the street. Their products are not going to win on their merits alone."

Heard that they will be reorganizing sales again to get the sales team on the street.

Belzebutt 12/4/2012 | 9:41:16 PM
re: Nortel Outlook Worsens Heard that they will be reorganizing sales again to get the sales team on the street.

They will be joining the employees who are already on the street?

Oh you mean they will be doing more work? :)
dodo 12/4/2012 | 9:41:15 PM
re: Nortel Outlook Worsens Belze

You may translate it that way
But Donahee is planning yet another re-org ( that wht one does when things go wrong, eh)
LightMan 12/4/2012 | 9:41:12 PM
re: Nortel Outlook Worsens Good point Belzebutt. Guess that leaves the Shasta folks out in the cold. Having to compete with Unisphere, Springtide, and Cisco on the provider front can't be fun.
Lighten' up 12/4/2012 | 9:41:08 PM
re: Nortel Outlook Worsens hey- Don't waste time talking head to eBay and buy Nortel goodies! This top sale ends in minutes!

Time Left

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NORTEL MERIDIAN NORSTAR M7208 PHONE ASH - NEW
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cyber_techy 12/4/2012 | 9:41:02 PM
re: Nortel Outlook Worsens It'll be good for both LR and Nortel
fsubob 12/4/2012 | 9:40:56 PM
re: Nortel Outlook Worsens Please don't compare Nortel with Cisco. Cisco's enterprise channel runs circles around Nortel, always have.
rjmcmahon 12/4/2012 | 9:40:54 PM
re: Nortel Outlook Worsens My interpretation of the comment suggested spinning out enterprise, which ultimately should allow it to grow assuming they can compete. The telco side will fight to stop this from happening because they don't have path ahead of them. (IBM New England, mainframes, did the same thing to IBM Austin, workstations, where older generations of hundreds thousands kept trying to claim the revenues the younger generation of tens of thousands. That led to everybody to nowhere.)

The growth path will expand productivity newtworks off the enterpise. That is unicast traffic.

The consumer path is mass media, currently using broadcast networks, which remains stagnant.

The interesting inflection point comes when it is cheaper to distribute via unicast than it is via broadcast. A that point *all* content producers will stop paying the overpriced bit distributors and those with debt on their books will go bankrupt.
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