posted 06-16-2000 03:32 PM         

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Here's an article from the Fool for all you Nortel followers. They are discussing it for possible inclusion in their Rule Maker portfolio (it didn't pass) - however it's a good rundown of the financial situation (solid).

Nortel Analysis

posted 06-14-2000 08:45 AM         

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More news on the Nortel front, they will announce today at 9:30 that they will begin not only hosting software applications for companies internally (nothing new here), but this time integrate all different types of software to work together for the same company (here's the new part). It makes sense for Nortel, considering they have been looking to get into the hosting business (ie residuals) rather than just stay in the hardware side. They will work with BEA Systems to link the software together.

Article

posted 06-13-2000 11:29 AM         

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Some big wireless network news from Nortel today, and the stock likes it!:

First successful next-generation CDMA call:
Press Release

Bridging the gap between wireline and wireless:
Press Release

posted 06-07-2000 06:33 PM         

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In brief:

- A high-powered group of technology titans, including Nortel Networks (NT) and IBM (IBM), annoued that they will join their purchasing power to become one of the world's largest business-to-business internet marketplace.

posted 05-08-2000 05:53 PM         

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Mach, I noticed the same thing. But not to worry.

Anyway, here's a quote from the Barron's article that knocked Cisco: "If Cisco sold at the multiples of its competitors, investors would be shocked," the article said. "If the market valued $1 of Cisco's earnings the way it values $1 of Nortel's earnings, at a multiple of 100, Cisco stock would be selling for $35 per share. If it could command Lucent's multiple of 46, Cisco's share price would be around $16."

Now I don't view this as Bearish on Cisco, since the report really said nothing noone already knew, but completely bullish on Nortel. To me, this justifies an increas in Nortel's price not a decrease in Cisco, because I don't really think Cisco is too highly valued, and I DO think Nortel is ready to start moving again, especially once this split is out of the way.

posted 05-01-2000 07:17 PM         

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In brief:

- Corporate titans Nortel Networks (NT) and BCE (BCE) said a plan to spin off BCE's stake in Nortel -- an unparalleled transaction on Canada's market valued at about $60-billion -- became final

posted 04-25-2000 07:32 PM         

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Company (ticker): reported, expected, same q last year

Nortel Networks (NT): $0.23, $0.18, $0.16

posted 04-25-2000 04:55 PM         

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Woo-Hoo! Nortel blew past estimates, and reported $.23 vs. expected $.18. Highlights include:
- Revenues up 48% from last year to US$6.3 Billion
- EPS from Operations up 64% from last year to US$0.23
- Outlook for 2000 - Revenue Growth in 30 to 35% range and EPS from Operations Growth Around 30%

Press Release

posted 04-12-2000 06:41 PM         

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In brief:

- Nortel Networks struck a deal with the newly formed wireless communications carrier Verizon Wireless to supply it with up to $500 million in equipment over the next two years.

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