Dave, hindsight of many years of stock holding,I sold a portion of BAY,and will hold the rest through the union. I think NT is much stronger than LUcy,and that LUcy is in some trouble. NT/BAY have great synergies,and NT's fiber optic technology will only help BAY in both Gig Ethernet,and cable headend/modem technologies. CSCO does not have any fiber optic expertise,nor telephony. I see LUcy and CSCO sinking,and BAY/NT coming on strong and acquiring front runner status.
NT has won many contracts from CSCO,and seems hungrier and stronger than they do. The Saudi Arabia deal for LUcy was in the bag for many reasons,some owed to the US involvement in the IRAQ war,and other allegiances to the US government.
BAY/NT may be the premier telecom company in five years,but what will telecom look like then? Growing or shrinking?
Hiram |
