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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (9154)1/2/2001 6:47:42 PM
From: Daniel G. DeBusschere  Read Replies (1) of 14638
 
Does anyone have any red flags on Nortel Chief John Roth?-
There is no insider selling and the commitments to meet guidance has been unfailing. Does anyone have any concern about the credibility of these guys? I can't find anything and it looks like their people problems are getting fixed by the demise of the dot coms and ipo markets so they are not losing any significant talent. Is there something I don't know? Is NT so large that they cannot escape an industry downturn on telecom capex spending without affecting the current guidance? Any opinions/facts other than published analyst dribble is appreciated.
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