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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (5522)4/26/2000 12:01:00 AM
From: peggylynn   of 14638
 
Before John Roth took over NT it was a behemoth, lost in the past with an attitude problem towards its customers. I do believe your complaint about NT being a Canadian company is perfectly valid but I also believe the "old" NT worked very hard for its poor reputation.

It would not surprise me if John Roth had made a very deliberate decision to keep his own counsel regarding NT's plans and successes with the analysts until he felt he had all his important ducks in a row for his business strategy going forward. There was no particular reason to alert the competition about just how far down the road NT was and John Roth has earned himself a good deal of credibility in the process.

I guess it will take few more blowout quarters to gain their respect for good?

If Mr. Roth keeps on executing his business plan at the current pace for the next few quarters I don't think it will matter much what the analyst's think. <g>
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