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Technology Stocks : Nortel Networks (NT)

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To: Mike K who wrote (5801)	5/13/2000 5:30:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 14638

Mike K. re NN/ALA I very much appreciate you opinion, however NN is significantly bigger company then others ALA bought so far. Also, ALA hangs its future significantly on success of NN and its technology. Most realize that NN?s new 50Gbit.s and coming soon 450 Gbit/s IP/ATM platform are very powerful and for example entire Pronto will run its backbone and edge on this platform and ALA access DSALMs. Everything will be manage by NN?s management system. The same we can said about core LMDS over ATM (NN). NN?s 3DSL which can run TV and Video is ahead of industry including current ALA products. Saying that, ALA management most likely(?) realize that entrepreneurial Pearse Flynn is the only way ALA can fight CSCO and others on N.American territory. Keeping engineers in NN may be the most important thing for ALA, and for sure it would be difficult if ALA ?officers? will start to put its nose everywhere. LU/ASND example should be good lesson for ALA. Time will tell, but if during first year or two years P.Flynn will perform the way has been so far, ALA management would be stupid to make him leave. Any thoughts? Regards Zbyslaw

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