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Technology Stocks : Nortel Networks (NT)

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To: hueyone who wrote (9664)2/15/2001 11:15:22 AM
From: Bosco  Read Replies (1) of 14638
 
Hi hueyone - thanks for the article. While the article is not particularly biased, it is true that component is a incestuous game. Remember the problem between NT and ONIS, the latter was buying from NT too. Also, with 980 nm pump laser in relatively short supply, not sure how purchasers can simply go to a different source. Btw, if memory serves, LU is producing some of its own by its acquisition of Ortel. So, my guess is holding on to the Zurich personnels is more important Zurich customers. By no means this is an attempt to belittle the latter, but business is just business. I cannot see the the customers would want to cut their nose to spite their face :)!

best, Bosco
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