Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: jack bittner who wrote (5330)	4/16/2000 8:20:00 AM
From: Bosco	Read Replies (1) of 14638

Hi all - Jack, Ken is more qualified to answer your queries, but BAY goes deeper than the surface evidence of revenue growth in the IP segment. By that I mean the merger is indeed a powerful synergy of 2 incomplete companies with tremendous potentials. While fiber optics is all the rage, as many people have suggested here already, dark fiber w/o intelligence is fairly meaningless. I cannot speak for Ken, but I think BAY has not only brought with her the IP competency, but also a whole mindset and a way to cross pollinate technologies. I don't know too many people working at NT, but the very fact that NT, including BAY, people are now taken seriously has powerful psychological ramifications. I do not think NT could have been here w/o BAY acquisition. Therefore, this is my argument that breaking it out is not the way to measure it Just my take best, Bosco

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