Ao minuto: "Irão inteiro pode ser destruído numa só noite. E pode ser amanhã", ameaça Trump

[drivingsouth]

Para mim é estranho não considerarem nesta análise a fusão Nokia/Siemens, que irá criar o 3º maior player nas networks de telecomunicações.

Talvez seja um aspecto secundário, e ainda não se vejam consequências, mas é suporto as sinergias irem roubar mercado à Cisco por exemplo, pois quer a siemens quer a nokia não conseguiam oferecer toda a tecnologia antes da fusão. Não sei quantificar quanto da Cisco é networks para telecomunicações.

Penso que haverá autorização para a fusão breve, até Janeiro.

[Ulisses Pereira]

"Stick With Cisco"

By Jim Cramer
RealMoney.com Columnist
12/7/2006 12:56 PM EST

"Call me skeptical about the big telco capital equipment move we are seeing. Ciena's (CIEN - commentary - Cramer's Take) charging. JDSU's (JDSU - commentary - Cramer's Take - Rating) starting to make a serious move on $20. Nortel's (NT - commentary - Cramer's Take - Rating) getting jiggy. And now we see Goldman getting "conviction" about Lucent (LU - commentary - Cramer's Take - Rating)-Alcatel.

The only conviction I have is that we are going to continue to see Cisco take market share and mindshare, and if you are in Cisco's configuration you might do OK -- Cisco's very hard to bargain with -- but if you are not, I think you could cost people money, a la Tellabs (TLAB - commentary - Cramer's Take - Rating).

Lucent and Alcatel are a merger of two of the greatest also-rans in two countries, now manned by the person who may be the greatest hype artist now on both sides of the Atlantic: Patricia Russo. The fact that she is running this company after the fiasco that was the bogus turnaround in Lucent tells me that you'll get a lot of OPUD (overpromising, underdelivering) here.

This is not 1998, when the moronic telecommunication act spurred way too much building of telco facilities, so much that we are still stuck with an overload and a lot of it isn't even good anymore from a technical standpoint. Sure, the competition between cable and telco is more formative and could bring about more orders than we have seen in a long time, but we also now have one established player and a ton of also-rans that I expect Cisco to mop the floor with.

Cisco's best of breed. I don't even know what you would call the others. Stick with best of breed and you won't suffer nearly as much as those who venture for new names and end up with vicious earnings disappointments. "

(in www.realmoney.com)