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| DON'T BUY | 2.340 | Peter Hofstra | Has done a better job than Nortel (NT-T) in recovering but it's a tough end market. They've had to merger to consolidate the market which was massively overbuilt. Still a lot of headwinds. | 2006-07-10 | |
| DON'T BUY | 3.090 | Paul Harris, CFA | The issues that face this company and Nortel (N-T) is that they have never consolidated, but the companies they supply have. Their margins are being squeezed. | 2006-03-30 | |
| DON'T BUY | 3.130 | David Baskin | Recent quarterly earnings were OK, but didn't blow anyone away. In a difficult sector along with Cisco (CSCO-Q) and Nortel (NT-T). It's hard to grow profits. There's a huge number of share outstanding. To get the earnings up to $0.50 a share is a long hard road. | 2005-09-08 | |
| DON'T BUY | 2.920 | Jim O'Shaughnessy | This is a valuation play with very, very low valuations. | 2005-05-09 | |
| DON'T BUY | 3.070 | David Baskin | Heavy competition with suppliers, no money to be made here. | 2005-02-28 | |
| DON'T BUY | 3.260 | Laura Wallace | A fallen angel. Hasn't been as strong in technology or techology innovations as Nortel. Has to deal with some accounting issues. Doesn't see much opportunity here. Doesn't see a huge surge in spending or pricing for the sector. | 2005-01-31 | |
| DON'T BUY | 3.280 | Ian Ainsworth | Like Nortel, it faces slow growth in the telecom industry. Faced with declining business in wire-line. People are moving to wireless and IP networks, voice over IP for example. Doing well in wireless but because of wireline, revenue growth is very slow. Trades at 2 X revenues which is pretty high historically. | 2005-01-20 | |
| TOP PICK | 3.770 | Alison Deans | Looks interesting. Finally getting their act together and showing a lot of positive momentum. Very fairly valued. | 2004-12-17 | |
| HOLD | 3.900 | Duncan Stewart | Looked like it was dead, but have acgtually turned around a fair bit. Not making much money and haved an enormous pension liability. If telecoms stay good, it'll be OK. | 2004-11-12 | |
| DON'T BUY | 3.390 | Robert McWhirter | Has a huge unfunded pension liability. | 2004-10-08 | |
| DON'T BUY | 3.110 | Andrew McCreath | Will be challenged as we go forward. If he wanted to go into this sector down the road, would prefer Cisco. | 2004-09-27 | |
| DON'T BUY | 3.050 | Brian Acker, CA | Has a model price of $0.19. | 2004-07-30 | |
| BUY | 3.830 | John Weatherall | Engineering may be more shallower than Nortel but US investors are more comfortable with it. The whole electronic industry is rising so odds are the price will rise. | 2004-06-23 | |
| DON'T BUY | 3.600 | Kyle McKay | A little bit overvalued. Having troubles from an operational standpoint. | 2004-05-27 | |
| DON'T BUY | 3.190 | Ron Meisels | Fundamentals have to be corrected. | 2004-05-21 | |
| DON'T BUY | 3.210 | Rob Callander | They don't have accounting scandals and have been profitable, but looking forward, they don't have the same competitive edge that Nortel does. | 2004-05-10 | |
| BUY | 3.610 | Gavin Graham | If you are going to be in this space, Nortel would be better. Their technology is not as good as Nortel or Erickson. | 2004-04-27 | |
| DON'T BUY | 3.890 | Andrew McCreath | Have had three quarters profits in a role. Would prefer more niche oriented focused telecom equipment companies or Cisco or Nortel once because clear. | 2004-04-20 | |
| DON'T BUY | 3.870 | Mark Jackson, CFA | Lucent (and Nortel) looks as though there end market is recovering. Would look for a continued pullback before going into them. There could be some risks on the technology side. The | 2004-03-15 | |
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| DON'T BUY | 4.120 | Howard Sutton | Coming out of the worst of the downtrend and the increase in telecom spending we are saying some right sizing. Prefers Nortel from a product and market perspective. | 2004-03-02 | |
| DON'T BUY | 4.280 | David Baskin | In a very competitive business. Very speculative. | 2004-02-17 | |
| SELL | 4.520 | Bruce Campbell | Nortel taking market share. Sell this and buy Nortel when it dips if you like this sector. | 2004-01-27 | |
| DON'T BUY | 4.000 | David Burrows | Networkers have had a big rally. As weaker product offerings in the IP area compared to Nortel. There is some risk in this area. | 2004-01-22 | |
| DON'T BUY | 4.610 | Ted Macklin | Still have ongoing balance sheet issues. The whole sector has had a tremendous move in the last month and valuations are stretched. If buying in this section, would prefer Nortel. | 2004-01-19 | |
| WAIT | 4.610 | Paul O'Neil | Going up on comments that Telcom's will be spending again. A very highly levered company. Wait for news. | 2004-01-16 | |
| BUY | 2.860 | John Sinkins, CFA | The cheapest of the major telecom equipment manufacturers. Expects some upside in 2004. Prefers Nortel. | 2003-12-29 | |
| DON'T BUY | 3.150 | Benj Gallander | Has gone through some tough sledding. When it recovers, it can do so quickly and can go up to much higher multiples because of institutional buying. Has good technology. Has a lot of debt. Major risk. | 2003-11-13 | |
| DON'T BUY | 3.150 | John Zechner | The industry is starting to slowly turn. Has a lot of competition. Would prefer a Nortel, Cisco or Ericcson.. | 2003-11-13 | |
| DON'T BUY | 2.750 | Stephane Rochon | Has always been behind the curve in fixing its cost structure. Nortel is strong competition for the baby Bell contracts. | 2003-10-27 | |
| DON'T BUY | 2.360 | Robert McWhirter | They are going from minus .35¢ for 2003-year end to a loss of .05¢ for 2004 however sales are up 62% year-over-year. It's borderline bottom 1/3 of their database. Should benefit from overall telecom spending, but Nortel provides better opportunity. | 2003-10-10 | |
| BUY | 2.320 | John Sinkins, CFA | More leveraged to the traditional telecom needs which has been lagging. Starting to get some contracts. | 2003-10-07 | |
| DON'T BUY | 2.290 | Brian Acker, CA | Model price is $1/1.25. Doesn't compare to Nortel. | 2003-09-25 | |
| DON'T BUY | 1.760 | John Zechner | Doesn't think it will be the top pick in the sector.Would prefer others. | 2003-08-07 | |
| DON'T BUY | 1.820 | Ian Ainsworth | Just reported for the quarter and still not recovering. Not making money. Prefers Nortel. Has sizable debt. | 2003-07-24 | |
| BUY | 1.690 | Michael Smedley | Treat as a trading stock or hold for long term. | 2003-07-18 | |
| DON'T BUY | 1.610 | Brad Willock | Has announced that lower numbers are expected. | 2003-07-17 | |
| WEAK BUY | 1.930 | Reza Samahin | Would buy under $2. Will be a survivor. Not expecting big growth. | 2003-06-23 | |
| WEAK BUY | 2.140 | Ian Ainsworth | Balance sheet is more precariuos than Nortel. Could cut costs a little more. They have some interesting products. Risky. | 2003-06-13 | |
| DON'T BUY | 1.490 | Laura Wallace | Has some challenges ahead of it. Neds a telecom recovery. | 2003-04-16 | |
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| DON'T BUY | 1.620 | David Baskin | Struggling. | 2003-03-19 | |
| DON'T BUY | 1.810 | Neil Murdock | Still needs capital expenditure to grow. | 2003-01-13 | |
| DON'T BUY | 1.480 | Ross Healy | Too risky. | 2002-12-12 | |
| DON'T BUY | 1.420 | Robert McWhirter | Ranks in the bottom 10% their quantum database model. Continuing to struggle. | 2002-12-10 | |
| DON'T BUY | 1.690 | Jim Doak | The weak sister in the sector. Has a substantial pension liability. | 2002-08-28 | |
| DON'T BUY | 1.470 | Howard Sutton | Will tkwe a while for demand to start. | 2002-08-21 | |
| DON'T BUY | 1.610 | Laura Wallace | Speculative. There could be a reverse stock split. | 2002-08-02 | |
| DON'T BUY | 1.690 | Brian Acker, CA | Needs to see some earnings. | 2002-07-25 | |
| DON'T BUY | 2.000 | Glenn Paradis, BA, CFA | Too early. | 2002-07-19 | |
| DON'T BUY | 2.040 | Howard Sutton | Very volatile. Not sure when demand is going to pick up. Also may have accounting questions. | 2002-07-09 | |
| DON'T BUY | 4.650 | Howard Sutton | End users are not buying. Wait for telecoms to start recovery. | 2002-04-26 | |
| DON'T BUY | 3.950 | David Baskin | No visibility of major spending by the telecoms. | 2002-04-12 | |
| DON'T BUY | 3.920 | Benj Gallander | Wait. On their watch list. If the sector turns around, it could be a big winner. | 2002-04-11 | |
| DON'T BUY | 4.180 | Howard Sutton | Limited clientel. | 2002-04-09 | |
| DON'T BUY | 4.780 | Paul O'Neil | Could drop further. Not a fan of management. | 2002-03-18 | |
| DON'T BUY | 4.830 | Gavin Graham | Too much competition and they have limited earnings. | 2002-03-14 | |
| DON'T BUY | 6.250 | Paul O'Neil | Fully valued. Good contracts coming up. Would buy $5/6. | 2002-02-11 | |
| DON'T BUY | 6.550 | Brian Acker, CA | Boor balance sheet. | 2002-01-30 | |
| TOP PICK | 6.840 | Howard Sutton | This is a hedge and has to be done with Nortel. Go long on Nortel and short on Lucent. Nortel should recover faster than Lucent. | 2002-01-23 | |
| DON'T BUY | 6.010 | Ray Steele | Getting to a good price, but prefers Nortel. | 2001-12-21 | |
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| BUY on WEAKNESS | 7.730 | Paul O'Neil | Telecom equipment sales are down and could stay down for quite a while. Would buy at $7. | 2001-12-12 | |
| DON'T BUY | 1.890 | Joe Connolly | Did a reverse split so risk will be too great. | 2001-12-02 | |
| DON'T BUY | 8.390 | Howard Sutton | Has balance sheet problems. Picking up some sales. High risk. | 2001-11-23 | |
| DON'T BUY | 7.720 | Richard Stone | Could be problems. | 2001-11-15 | |
| BUY | 7.170 | Gavin Graham | Should be a survivor. Expects it to start growing. | 2001-11-05 | |
| DON'T BUY | 6.500 | Neil Murdock | Not successful in commercializing what they are getting out of their Bell Lab holdings. Lost some good management and engineers. | 2001-10-30 | |
| DON'T BUY | 6.880 | John Zechner | Prefers others such as Cisco and Sienna. | 2001-10-18 | |
| DON'T BUY | 6.200 | Robert McWhirter | Getting near their bottom, but don't rush in to buy. Expects it will be dead money for 6/12 months. | 2001-10-04 | |
| DON'T BUY | 5.700 | David Baskin | Will take a long time. Wait for 3/6 months. | 2001-10-01 | |
| PAST TOP PICK | 5.800 | Brendan Caldwell | (Was a top pick on Feb 26 down 58%) Still likes. Will probably prosper. | 2001-09-24 | |
| DON'T BUY | 5.800 | Glenn Paradis, BA, CFA | Has concerns. Too many problems. | 2001-09-24 | |
| DON'T BUY | 5.320 | Steven Wippersteg | Still have major problems. | 2001-09-21 | |
| DON'T BUY | 6.670 | Steven Wippersteg | Still needs to do a lot of restructuring. | 2001-08-30 | |
| DON'T BUY | 6.650 | Brendan Kyne | Starting to take business from Nortel. Wait. | 2001-08-23 | |
| DON'T BUY | 6.050 | Ray Steele | Some potential. Takeover candidate. Should survive. Don't sell. | 2001-07-11 | |
| DON'T BUY | 5.610 | John McColl | Too risky. Expects bad news. | 2001-06-18 | |
| DON'T BUY | 6.750 | Noah Blackstein, B.A., CFA | Don't expect them to recover. | 2001-06-14 | |
| DON'T BUY | 7.940 | Jeff Morrison | Market is still weak. | 2001-06-12 | |
| DON'T BUY | 8.490 | Ross Healy | At fair market value now. Technology is not interesting. | 2001-06-05 | |
| DON'T BUY | 8.140 | Rob Callander | Merger is off, so in a difficult position. | 2001-05-30 | |
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| DON'T BUY | 9.730 | Mark Jackson, CFA | Not only problems with revenues, but also needs restructuring. | 2001-05-16 | |
| WEAK BUY | 10.680 | John Sinkins, CFA | Worst is behind them. Could be a recovery. | 2001-04-26 | |
| DON'T BUY | 9.040 | John McColl | Prefers Nortel or Cisco | 2001-04-19 | |
| DON'T BUY | 6.750 | Glenn Paradis, BA, CFA | Not a fan and questions company's solvency. | 2001-04-04 | |
| DON'T BUY | 8.830 | David Baskin | Sentiment is negative Don't see any upside soon. | 2001-04-02 | |
| WAIT | 9.970 | John Sinkins, CFA | Too many difficulties. Cash flow is weak. 1 X revenue X book value | 2001-03-30 | |
| DON'T BUY | 11.620 | Michelle Calpin | Becoming more focused. Valuation is too low. Big debt. Poor cash flow. | 2001-03-23 | |
| DON'T BUY | 11.090 | Glenn Paradis, BA, CFA | Not a fan. | 2001-03-22 | |
| STRONG BUY | 9.990 | Gavin Graham | Have been buying. Assets worth $30+. Now have good mngmnt | 2001-03-16 | |
| BUY | 11.040 | Brendan Caldwell | Prefers over Cisco/Nortel as all the bad news is in. | 2001-03-15 | |
| DON'T BUY | 12.750 | David McLean | Losing too much and in need of cash which is scarce. | 2001-03-07 | |
| DON'T BUY | 13.100 | Ross Healy | Has been hit hard, but doesn't expect it to be finished its slide yet. | 2001-03-06 | |
| TOP PICK | 12.590 | Brendan Caldwell | Expects US will support this company over foreign competition. | 2001-02-26 | |
| BUY | 13.620 | Gavin Graham | Missed their earnings. Good underlying company. Probably at its bottom. | 2001-02-15 | |
| SELL | 13.540 | Pierre Bernard | Valuation is attractive, but they are having problems in accounting, marketing, management, etc. | 2001-02-13 | |
| BUY | 17.010 | Rob Callander | Struggling. If you expect a market recovery in 3rd/4th quarter, then accumulate. | 2001-02-07 | |
| DON'T BUY | 17.820 | Robert McWhirter | Cheap, but struggling against Nortel | 2001-02-02 | |
| BUY on WEAKNESS | 18.570 | Brian Acker, CA | Miscalled on previous Market Call visit because Lucent pre-announced. Would buy at $12 | 2001-01-30 | |
| BUY | 18.063 | Brian Dawson | A good entry point now. Will be choppy. | 2001-01-26 | |
| DON'T BUY | 19.625 | Michael Sprung | Lost their focus. Has some good technology | 2001-01-24 | |
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| DON'T BUY | 16.813 | Glenn Paradis, BA, CFA | Took a big blow. Lots of internal problems. Long term could see a restructuring which would boost the price | 2001-01-09 |
