Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (9559)	2/5/2001 10:12:37 PM
From: FESHBACH_DISCIPLE	Respond to of 14638

ANALYSIS OF NORTELS POTENTIAL... Industry analysis using porter method. 1 The Threats that a new entrant faces in the industry 2 The Intensity of rivalry between the existing players. 3 Pressure from the substitutes. 4 The Bargaining Power of the buyers 5 The Bargaining Power of the suppliers. New technologies pop out of nowhere witness nortel paying 3 bil for company with no revenue.Lucent getting blinsided by nortel. Rivalry intense companies tripping over themselves to finance new deals. Substitutes i see in portions of the market only like 3g/satelite etc. Buyers have immense bargaining power as they are the biggest telecom providers around the world. Suppliers don't have much power as witnessed by the financing deals. Earlier in the year these dynamics were thrown out of whack from shortage of parts. That according to nortel now is not the case. There you have my case any views or comments are appreciated.

To: Kenneth E. Phillipps who wrote (9559)	2/5/2001 10:51:53 PM
From: Ian@SI	Read Replies (1) \| Respond to of 14638

Didn't see this posted; but with my Ignore selection, most of today's posts have been skipped. I suspect I've been spared. <vbg> +++++++++ Nortel Networks (NT) 35.31 -0.70: SG Cowen reiterates BUY rating and price target of $50; says based on our sum-of-the-part analysis, and current market multiples of comparable companies, Nortel shares are potentially undervalued by 40%. Photonic Comps biz could be valued at $35-64 bln, or $11-20 per share. Nortel's history of focusing on high-growth segments and divesting low-growth segments suggests that the Photonics spin-off may not be the only spin-off, sale or other restructuring.