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Technology Stocks : BAY Ntwks (under House)
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To: w2j2 who wrote (6604)6/16/1998 11:30:00 PM
From: StockMan  Read Replies (1) of 6980
 
Walter,
Re -- I believe that Nortel has good management that gets better with House, and that Nortel will (continue to) be a more formidable one stop shop competitor for Cisco and Lucent.

The way John Roth and House positioned the merger, NT (used to functioning at carrier pace) will have to undergo a tremendous transition and upheaval (culture) to move at Cisco and even LU's pace.

Thus for the near term a year or more the results will be unclear. The market understood that (Despite John Roths comment about the market not gettting the synergies. I suspect he and House do not understand the synergies because they failed to communicate it to the street, which is even more worrisome in the short term).

One of the reasons why people think that Bay and LU would have been a better fit (no culture problems)

Stockman
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