Nothing here of substance. You bet on NT management and engineers, but the premise of the post is customers & demand.
If it is customers and demand, who are the survivors? My guess is SBC (LU, NT, Fujitsu), VZ (big mix), and BLS (LU, Fuji & ALA); w/ WCOM gone; Q broken up & sold (mostly SBC) for pieces, T picked up by BLS; FON, who knows? Wireless may hold some promise for NT over LU. NT could stake a claim for #2 in enterprise (sulu, shields up!).
All in all, I'm having a tough time seeing NT in a better position w/ the winners, the RBOCs, than LU.
Now, I hope both do well, but I believe NT should have broken up like LU (AV, AGR). I see my position in Nortel more precarious than LU, at least for going it alone (I'm sure it'd look good as a division of GE).
Alex. |
