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Technology Stocks : Nortel Networks (NT)
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To: rrufff who wrote (5256)4/4/2000 10:26:00 PM
From: jack bittner  Read Replies (1) of 14638
 
thanks, rruff, for that very informative post. seems to me another example of john roth's brilliance. he has sold off some manufacturing areas, the kind of daily grind that telecom manufacturers like lucent and nortel began with (as arms of their respective telecom behemoths) so nortel can concentrate on research and development, sales and marketing. the firms that bring this to its ultimate are the fabless chip designers who manufacture nothing. if successful, they wind up with 80%+ profit margins; and they sell for huge multiples.

he's swapping solecton for solitons. steada making telephone sets, he's selling the devices that send data a trillion bits a second for 2400 miles without regeneration - yet he'll still get a piece of the action on telephone sets by marking up solecton's products.
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