G'day all - hope y'all know me long enough to see where I am coming from with respect to what I am gonna to say.
I think it is dangerous to start dissing other companies instead of thinking about the pros and cons of NT itself. Yes, CSCO may still have work to do to catch up in the total integration game. Yes, the pundits might have unfairly touting it w/o overwhelming substantiation. Precisely b/c of these, Mr Roth & crew must be extra careful. Until NT manages to achieve the kind of status like that of LU and CSCO, the Street is not gonna to cut it any slack. Is it fair? No. But it is reality. Therefore, NT has to achieve more. Besides, Mr Chambers and Mr MacGinn [sp?] are fierce competitors. A healthy dose of respect will only help NT to not to sit on its laurels. Case in point, years ago CSCO bought Stratacom for $4B [in stock,] granted that it did get into some high profile snafu in the AT&T incident, it helped CSCO to break into the FR biz
So, my conclusion is that NT [and LU, even though I don't own the latter - maybe some of my mutual funds do <G>] must keep itself ahead of the curve, no matter what
best, Bosco |
