Doug, Re:" a window of opportunity exists now for NN ",
" following the FTC ruling " and " the next 6 q's can be
money spinners".
This takes the 1sr prize in my book Doug for the
understatement of the year
VBG.
Considering NN?s deployment of new technology, so well
described in this thread in the past 3 days,plus the FTC ruling,
I believe that several threaders here think that
NN has more of
a transatlantic container shipload of opportunity
rather than simply
a window
wouldn?t you agree?
<vbg>
TA@ Kinko?s PC.com
Message #17002 from Doug at Feb 13 2000 3:00PM
Z.O: Please check my posts when NN made its low. I had then advised that it was oversold and recommended going long on a value basis.
In the U.S, the RBOC's are the main supporters of ATM. They were on hold for most of 99. Thanks to the recent FTC ruling in their favor, they can now refurbish their Networks with fibre whilst retaining Copper at the street level. It is also likely that the rest of the world with similar legacy networks will emulate the U.S RBOC model of Fibre and Copper.
I did maintain that NN was dominant in Europe, Asia and Latin America and that their ATM Sales in the U.S had been weak during 99. The RBOC's are now the reason for ATM expansion in the U.S.There are indications that NN will have a new suite of ATM products ready and proven by mid year. Also , NN's LMDS and ADSL top line growth are on track and improving.
The next 6 q's can be money spinners because a window of opportunity defintely exists. Once NN increases its market cap, it is likely that it will be more aggressive in further
LMDS/MMDS acquisitions since Wireless is the fastest growing sector and offers better potential.
I do not subscribe to a fixed mind set on any stock/technology. Situations change weekly and it is more rewarding if one can adapt to those changes be it long, short or hedged. |
