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Technology Stocks : Nortel Networks (NT)

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To: telecomguy who wrote (6438)8/4/2000 1:24:14 PM
From: Bosco  Read Replies (2) of 14638
 
Hi tg & Lynn - not sure if it is a misunderstanding of language, to me it is unlikely NT is going to get any direct telecom service revenue out of the offering, even if it is not subject to regulatory restriction. Rather, it is a product NT sold to FON, which in turn becomes a value-added service to FON subscriber, a la carte or in conjunction with other services like long distance. Of course, NT will continue to benefit, if this service becomes popular, from revenues derived from systems upgrades etc. Also, branding is another intangible revenue. Just my 2c.

best, Bosco
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