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Technology Stocks : Nortel Networks (NT)

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To: telecomguy who wrote (7149)10/2/2000 10:08:27 AM
From: Bosco  Read Replies (1) of 14638
 
Hi tg - you sez "If NT screws up C&W will be out of business," I won't go that far :)!

From what I understand [which is a scary thing :),] Succession is a phased system. I am sure NT will be methodical in moving from one phase to another, from one segment of the network to another, so on and so forth. However, since management services are part of the revenue stream, NT will try to move fast to realize the revenue ASAP. C&W is likely to count on the carrot to get most bang for the buck just the same. This is a win-win situation, not like LU did to GBLX!

My take is the CSCO and LU are not as clueless as some here may think. For example, LU did buy NWSS [?] may be for similar intent, too bad that people took LU as a sugar daddy and nothing more!

best, Bosco
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