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Technology Stocks : George Gilder - Forbes ASAP
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To: George Gilder who wrote (727)10/21/1998 3:54:00 AM
From: gdichaz  Read Replies (1) of 5853
 
To George Gilder: Re Nortel, agree that Nortel is more a communications portfolio than a "corporate choice" - as is Lucent IMO. As an investor (which I know is boring to you :-) ), suggest that holding both Nortel and Lucent as two broad communications "portfolios" ain't too bad - at least for now. This of course means that the likes of Qualcomm and other ascendant technology companies ride on top of that base. Curious that you suggest that Tellabs and Nortel will crash and burn like Digital did. Maybe both are one horse shays but management of Tellabs and Nortel show many instances of plain ole smarts - so a prediction that they are incapable of adaptation to change seems a bit off the wall. And they have been consistently skillful in using one of there great strengths - their installed base - as a steady upgrade path where their equipment is cheaper and more attractive than tearing out the old to install the new. That ain't elegant, but it seems to be practical for building sales and maintaining relationships that are very valuable. Can they upgrade to the latest and newest, who knows, but I for one am not prepared to count them out yet. Sure they are not "pure plays" and are in transition technologies. But again from an investor's standpoint (again recognize that ain't your bag) here and now suggest that writing them off now is short sighted. And it is the conventional wisdom - something alien to you, no? Maybe as you imply, in 5 years from now both will be history. Not prepared to bet on that yet though. But again speaking only as an investor, not a technologist. And of course, just IMO. As always, respect. Chaz
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