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Technology Stocks : Nortel Networks (NT)
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To: Bill who wrote (7746)10/26/2000 4:41:30 PM
From: Bosco  Read Replies (2) of 14638
 
Hi eBill - from the CC, it appears that NT is moving to strengthen its MIS. There is always rooms for improvement. While CSCO and NT are somewhat of a competitor to each other, different people have different style. Sure, learning is a life long task --- so long as they don't learn to cook the book like you ve suggested :) --- I am sure that NT may even take a page from CSCO. That said, I am not sure it is best to force a square peg in a round hole. Time will tell if NT is learning her lesson real soon. In the time mean, like Mr Parmelee from CSFB has suggested, when the mkt presents people a buying oppty, take it while it lasts. Is there any guarantee? Of course not. To those disbelievers, sell or short NT if they want. To those believers, I don't see a minor infraction of failing to account for the finicky analyst's expectations is a reason to shout "treason!" :)

Just a thought

best, Bosco
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