You have NT, good for you. And you're right, you'll do well.
However, when you don't quite understand how the business evolves in the fast moving comm/telecomm, then you should keep quiet.
If NT were to stick with their core competence, they'd be still doing DMS circuit switches and PBXes. Yes, they are still doing that, but the investment going into those segments of the company is very small comparing to others like IP, FO and wireless. Thank the good visionary that shifted the company direction to focuss more on IP, FO, and wireless which resulted in overtaking LU in market cap. They currently own 96% of the globle market in OC-192 space. Now, NT is executing under the same visionary and guid line again to focus on applications such as call center and front office. If they can execute well, this will add huge competitiveness if they can well integrated with their network infrastructures such as IP, FO, and wireless segments
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