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Monday, August 24, 2009

Is the fair value of Nortel's metro Ethernet and 40G product line only $600M? How to run your IT department into the ground

How to run your IT department into the ground; U.S. broadband program - too much like old times?
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Spotlight Story
Is the fair value of Nortel's metro Ethernet and 40Gig product line only $600 million?

I want to share with you a research note that I received earlier this week from RBC Capital Markets Managing Director - Mark Sue in regard to the sale prospects of Nortel's Metro Ethernet unit, "Incomplete information, escalation of commitment, and overconfidence can easily lead to the winner's curse when it comes to the optical asset purchase of the now defunct Nortel. It seems everyone wants it,... Read full story

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August 24, 2009

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