Where’s the Meat? (aka Strategic Vision)

My column in today’s National Post looks at how investors and analysts want more details about Nortel CEO Mike Zafirovski’s strategic vision. Meanwhile, Light Reading wonders if Nortel has become the “Old Maid in Telecom M&A” after watching from the sidelines while rivals such as Alcatel, Lucent, Siemens and Nokia hook up. ““Nortel’s run out of partners, and this is going to force them to do what they should have all along, and that’s to become smaller and more focused,” said Tim Daubenspeck, an analyst with Pacific Crest Securities Inc. “Strangely enough, that might mean becoming more of an enterprise/VOIP player.”

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