Nortel Buzzboard

Joel Hackney, Nortel’s president of Enterprise Solutions, just finished his presentation at IR day a bit ago. Again, you can watch this all live here, and also get the slides on the same page.

Joel talked about the progress in enterprise - here are some notes I took on some of the more interesting points:

• Joel said there has been a 4X improvement in Nortel’s enterprise product POR (plan of record) predictability, with a 70% improvement in on-time POR delivery. Basically this means we are much better at delivering on-time the products and features that we’ve promised.
• Joel says Nortel’s enterprise group is on track for profitability in 2H08.
• Joel talked a little about the hot topic of energy efficiency, and popped up this chart comparing Nortel and Cisco’s energy usage.

• Joel: “The relationship with Microsoft is stronger than it’s ever been. Over 800 wins and over 1 million licenses sold.”
• Joel also talked about how the the revenue profile shifts depending on what type of enterprise customer you are selling to. See the slide below, which shows how different customers focus on hardware vs. software vs services, as well as Nortel’s estimated addressable market for each customer segment.