Uncommon Wisdom:

February, 2008

February 8, 2008  2:26 PM

Alcatel-Lucent losses indicate management change?

Tom Nolle Tom Nolle Profile: Tom Nolle

Alcatel-Lucent posted another loss, warned on the current quarter, and suspended dividend payments, all of which will almost certainly lead to a management shakeup. The company is suffering under a mobile spending slump that has also hurt some of its competitors, and is unlikely to lift for the...

February 7, 2008  3:19 PM

Cisco earnings show order slowdown

Tom Nolle Tom Nolle Profile: Tom Nolle

Cisco reported decent numbers for the current quarter but acknowledged the slowdown in orders that we predicted for the first half of this year. The company relies on enterprises for a large chunk of revenues, and that sector is very troubled by the credit crash and consumer concerns. We believe...

February 5, 2008  3:36 PM

Service providers increase PBT testing

Tom Nolle Tom Nolle Profile: Tom Nolle

Telefonica has joined the ranks of operators who acknowledge they are testing PBT. As we have indicated, 10 out of 10 of our service provider survey base is conducting or planning PBT tests, but the majority have still not made their commitment public. We believe that there will be five more...

February 1, 2008  3:46 PM

Microsoft’s Yahoo bid

Tom Nolle Tom Nolle Profile: Tom Nolle

Microsoft has offered to buy Yahoo, a move that clearly indicates it believes Google to be a threat, and also that Google may be vulnerable. The move comes after a slower-than-expected quarterly growth rate from Google and a better-than-expected result from Yahoo (though the results didn’t help...

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