Supercomm - Rumors - 11 June 2005

Rumors: During the show, many rumors circulated, mainly on vendors. Health (of Tellabs, Nortel) and strategy (of Nortel, Lucent) were questioned. Lucent and Nortel are perceived as becoming mainly wireless vendors, and their focus during the show is not made to defend the contrary. Another resurfacing rumor is Alcatel interested in Nortel. Alcatel should have engaged an investment bank to assess the value of Nortel (let see if it is true).