Look at Nortel, you own shares there too, right?
no, I sold at the end of January.
Roth is writing off
recently acquired companies for which premiums were paid. As we now know, and as highlighted yesterday by
CNBC, those recent acquisitions have failed to ship products on time, failed to ship any products, may never ship
products. Sounds like Newbridge Networks, right?
I said NT paid well to much.In early September when I cashedpart of my ALA the price of ALA and NT were almost the same. Look now.
As far as ALA and NN>
Look at ALA financials and 100% growth(Y/Y in Q1 ) of internatworking Div.
How much from NN ?
A LOT!!!
50 Gig IP/ATM is booming
350 access (now 7350) switch is heavily installl by Bell South and others
.
Northchurch (NN) edge IP service router (in field trials in US and Europe).
After enerprise, handset and energy( about 25 % of total) will be gone in several months the rest (space, carrier and optics minus 1B project from 360 Network ) will still grow 10% this year, where NY is under water with real losses from operation. ALA will have extra 2B from assets and cost saving and 0.5B this year from operatoin.
3G charge is on paper only.
That is a difference
As for Sagawa, he predicted with confidence only 10-15% growth this year at fall 2000. Then economy killed demand, many carriers scaled back, and now Saawa is tryig new theory that regardless economy 2001 and 2002 will be down.
Do you see my point.......re:Sagawa
He is adjusting as time goes on.
At the same time his best pick was and is Lucent.
Would you like to follow Sagawa advice?
With spanding he got lucky (Economy), with LU.......
ZO |
