Nortel Networks Corp. (NT)
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- General Discussion on NT
- Nuance Communications: An End to Acquisitive Growth [view article]
- Barry Richards Is Bullish on Nortel's China Prospects [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Good News for Nortel: Leading Vendor in Router/Switch Sales [view article]
- Telecom Gear Consolidation Is Stalled Over CDMA Conundrum [view article]
- Nortel Networks: A History of Failure [view article]
- Wireless War: 4G Battle Lines Have Been Drawn [view article]
- A Comparison of Wimax, 3G and Wi-Fi [view article]
- The Promise of Nortel's 40G Technology [view article]
- Underdog Catcher George Putnam's Long and Short Picks - Barron's [view article]
- Nortel Sentiment Improving: What's Next For Shares? [view article]
- Why Did Deloitte Choose Nortel's Managed Services? [view article]
loading ...Recent NT Articles
- How Ciena Detonated the Communications Networking Sector
- Nuance Communications: An End to Acquisitive Growth
- Better Times Ahead for Nortel?
- Barry Richards Is Bullish on Nortel's China Prospects
- Nortel Hits New Low, Lehman Downgrades
- Nortel Networks to Play Ball with the Mets
- Nortel Picks up DiamondWare on a Buying Spree
- Nortel Makes Another Acquisition, Buys DiamondWare
- It's a Buying Frenzy: Nortel Scoops Up PingTel
- Good News for Nortel: Leading Vendor in Router/Switch Sales
- Full List of Articles »
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Nuance Communications: An End to Acquisitive Growth [view article]
While I agree with the author's conclusion that NUAN is a good short, I don't necessarily agree with his logic or that of people who have commented on his post. The primary reason I think it is overvalued is because the company barely generates any economic/GAAP profits. The proforma figures they put out exclude a huge amount of stock comp. Ignore this at your own peril - remember that management will be regularly and surely dumping more and more stock into the market. Replyn
Nuance Communications: An End to Acquisitive Growth [view article]
If this author's paragraph on the healthcare industry is any indication, there is no reason to listen to anything else he says. For example, he states the following as if it really is a problem: "Owing to low barriers to entry and no sustainable competitive advantage, the medical transcription industry is highly fragmented with more than 100 medical transcription companies competing in a mature market." If he knew anything about eScription and Dictaphone, he would know that they don't *care* who is the medical transcription company, and leave those decisions to the hospital: eScription, for instance, primarily makes its money by taking a pct of each line transcribed, without regard to who transcribed it.Then he says: "eScription continues to use its own speech-to-text technology while Focus has not been integrated with Dictaphone so far. " First, Focus has been using Dictaphone technology (or has been "integrated" with Dictaphone) for over a year. Second, he seems to find it a problem that "eScription continues to use its own speech-to-text" technology. There's a reason for that: it's better than anything else out there. It has a higher pct of doctors recognized than any other MT Software Company, no requirement for doctors to "train" the software, *much* better formatting of recognition for use by transcriptionists (see www.escription.com/pro...).
I suspect that everything else this author says is based on similarly flimsy understanding of the company, and would have to wonder what his motivations are.
Reply
Nuance Communications: An End to Acquisitive Growth [view article]
Be careful or the black helicopters of the vast short-selling conspiracy will find you. ReplyNuance Communications: An End to Acquisitive Growth [view article]
I also agree with the author in general, although I would have to question some of his numbers and charts, like how does he consider Aspect to be a visionary when they are a teir 1 leader in Callcenters. ReplyNuance Communications: An End to Acquisitive Growth [view article]
I disagree with jacob1. The author acknowledges Nuance's impressive growth track, but offers strong arguments why that growth rate is in jeopardy. The company does have very good technology, but when you own the lion's share of the market it's very difficult to continue to grow rapidly unless that market is also expanding rapidly. I'm not seeing signs of rapid growth in Nuance's markets, and apparently neither is this author. And I applaud his efforts to methodically present his arguments. ReplyNuance Communications: An End to Acquisitive Growth [view article]
The author of the blog is a joke ! He has no clue about Nuance business. Clearly he defends some short interests or anybody who would like to see Nuance perceived negatively.Do your own due diligence and you will see that Nuance is one of the greatest success stories in software and has more potential than ever.
Good luch to the fool who wrote the blog, he is playing with fire. Reply
Nuance Communications: An End to Acquisitive Growth [view article]
Whenever I see an article such as this one, that is written very methodically and craftily in one direction against a company such as Nuance with an impressive growth track -- and in contrast to the prevalent and postive opinions of analysts covering and researching the company -- I assume that it has been produced on behalf of and/or with financial support from some interested party or fund, seeking to benefit from the temporary movement of the stock caused as a result; I am all the more suspect when such article 'coincidentally' appears on already high jitter days in the market. However surprised I am not. ReplyBarry Richards Is Bullish on Nortel's China Prospects [view article]
He bought less than $500,000 worth about 6 months ago. Nothing since. ReplyBarry Richards Is Bullish on Nortel's China Prospects [view article]
Didn't pres. Mike just buy a whole whack of common stock a few months ago? Has he sold it since? ReplyBarry Richards Is Bullish on Nortel's China Prospects [view article]
Insider sales continue unabated. Doesn't matter whether its $10 or $6, they just sell.If they were as enthusiatic as you appear to be, I would think someone would step up to the plate.
So I will wait until then. Reply
Wall Street Breakfast: Must-Know News [view article]
Healthcare and legacy costs are partially to blame, but the UAW is, in my opinion, more of the culprit. I worked for Ford and experienced the ridiculousness of all of the red tape first hand. The UAW is nothing more than a leech. From the union reps who do nothimg more than walk the floor and shake hands, to the stupid rules pertaining to job classification, unions are a big reason why AMerican car makers are struggling. Hell, in my plant (Sterling Heights plant on Mound road for Ford) we had a guy making over 100k a year and he was a damn floor cleaner!On Aug 01 07:24 PM brian58 wrote:
> It isn't the unions that has caused the downfall of GM. It is healthcare
> costs for retirees. GM can compete against Toyota. It cannot compete
> against Japan. If we had universal health care coverage in this country
> and American companies could get out of having to offer healthcare
> benefits to it's employees then GM would be in better shape. And
> before someone starts screaming about socialized medicine let me
> state a few observations. Healthcare is not free. It costs money
> to provide good healthcare and money is a finite resource. Everyone
> has an obligation to take care of themselves by eating right, exercising
> and not smoking. (Tobacco companies use to get government subsidies,
> why shouldn't lung cancer patients) But every American citizen has
> a right to decent healthcare. One of the things that made America
> great was the availability of a free education to everyone, just
> not for the rich. Modern medical technology is expensive. Some CEO
> shouldn't get rich by saying no to the insurance company saying no
> to my medical care. Why would you want to be part of a society that
> put greed above the well being of it's citizens regardless of economic
> class. Let's have compassionate capitalism in America. Money isn't
> isn't evil but the love of money is or so they say. Reply
Good News for Nortel: Leading Vendor in Router/Switch Sales [view article]
What I am seeing is more proof that things are changing for the better at Nortel... Even though it is definitely taking longer than anyone thought. ReplyGood News for Nortel: Leading Vendor in Router/Switch Sales [view article]
When you increase your sales from nothing to next-to-nothing, it's a stretch to call it significant growth. NT gave up on the routing space eons ago. ReplyTelecom Gear Consolidation Is Stalled Over CDMA Conundrum [view article]
3GSM, UMTS, WCDMA, HSDPA, and HSPA are all CDMA with a CDMA air interface. CDMA will be around for a long time.On Aug 06 10:31 AM From the damned company wrote:
> The article is correct in it's conclusion. The arguments used don't
> support the conclusion as the facts are incorrect.
>
> CDMA is a more advanced radio technology than GSM's TDMA. The best
> evidence is that all 3G technologies make use of CDMA radio principles.
>
>
> CDMA started as a 2G technology and has evolved into a 3G technology.
> GSM with GPRS reached 2.5G with EDGE reached 2.75G, but does not
> reach 3G.
>
> GSM needs replace cell sites to reach 3G (UMTS) or 3.5G (HSPA).
>
>
> What GSM has going for it is far larger scales of economy. A more
> cooperative launch across Europe that ensured international roaming
> between operators enticed other operators to select GSM, since it
> would work in more places and at lower expense.
>
> Adding to the further downfall of CDMA is the intent of the remaining
> CDMA service providers to either (a) use the 4G technology, LTE --
> Verizon Wireless, KDDI; (b) switch over the UMTS/HSPA -- SKT, KTF,
> Telstra, Telecom New Zealand; or (c) switch to GSM -- mostly in places
> that haven't licensed UMTS spectrum -- Reliance, Vivo, Movistar.
> By the way, Sprint's 4G technology selection is WiMax. Reply
Nortel Networks: A History of Failure [view article]
Nortel is the reason I am completely out of tech stocks and invested in "safer" things like oil and gas.This is a loser company with no future.
Just look at all the market segments they are involved in:
1) Enterprise & Data Networks: The took a company (Bay Networks) with a 15% market share and decimated it completely in 1999. Cisco rules this market segment and always will.
2) Optical: They are betting the future on 40g and 100g equipment. How many units do you think they will sell, before the Chinese (aka Huawei and ZTE) take over and commoditize this market segment entirely like the did for OC48 and OC192 equipment ?
3) Broadband: They missed the boat on this one completely. They sell off the broadband division in 2001 and bet the future on optical equipment. They have no broadband products; a market segment with hundreds of millions users. Cisco (via Scientific Atlanta), Alcatel-Lucent and Nokia-Siemens all have a major presence in broadband.
4) Wireless: They guys are still manufacturing CDMA equipment.
The world has moved to GSM and LTE.
The future of high tech is wireless and broadband. Nortel is not a major player in either market segment. Reply