Nortel Networks (NT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nortel Networks (NT)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: aladin who wrote (6550)	8/14/2000 3:29:34 PM
From: telecomguy	of 14638

John, I do not hate CSCO. I don't even love NT. These are large corporations after all! I just state things as i see it and invest accordingly. And obviously I am very bullish on NT (have been for awhile BEFORE they became a market darling by the way). You say "Cisco is attempting to beat Lucent and others to #2". The key word is "attempting". The reality is that CSCO shouldn't even be discussed amongst the serious contenders right now. It will be a long time before LU gets bumped off the number 2 position if ever by CSCO. NT will re-enter Layer 3 without question sooner or later. Buy Juniper? Not likely. Any other questions? (By the way, I don't ever knock CSCO's prowess in the Enterprise market --- that's the reality. But i do knock simple projections and analysis which tend to believe that anything CSCO touches will turn into gold. Life is not like that I am afraid.....for the CSCO investors)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next