Risk of Supply Shock From AT&T

Another investor question arising from Monday’s megamerger–which plumbers will AT&T go with? Combined, AT&T and Deutsche Telekom’s T-Mobile USA spent roughly $11 billion in 2010 on wireless capital expenditures–that is, the plumbing that keeps their networks flowing freely.

Nortel: "We're Giving Up," Says Jefferies; Cuts Rating

Nortel Networks (NT) shares are trading lower today after Jefferies analyst George Notter cut his rating on the stock to Hold from Buy. In a research report entitled “We’re Giving Up,” Notter writes that he is “increasingly concerned about the company’s ability to hit expectations and drive margin expansion in the face of an eroding CDMA revenue stream.”