Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (4863)	2/21/2000 9:58:00 AM
From: telecomguy	Read Replies (1) of 14638

Listen guys, it's possible that CLFY may not necessarily turn out to be a hugely synergistic investment but I have no doubt that NT (especially knowing Roth) did not as Bosco said in the previous post - just wake up one day and buy CLFY because they had the paper money. NT has shown itself as a very strategic thinker in the communication space and have broadened itself to cover all aspect of the communication market without going completely out of it's core market/expertise. Based on the mgmt's capability, past acquisitions, and their depth/breadth of products/services (which most Cisco followers would be amazed if & when they ever find the disparity between NT & Cisco product coverage), I am pretty confident that CLFY fits into their product/service positioning in a fairly substantial way. Worst case, CLFY is a well managed company with a hot product in an exploding market so in the event that NT does not earn huge synergies, at least they will likely earn a large return purely from an investment point of view -- assuming they don't screw the company up (which they do not have history of doing).

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