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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (2142)3/6/1999 8:50:00 PM
From: Bosco  Read Replies (1) of 14638
 
G'day Ken & all, Ken, thanks for a very good article from Forbes. It is by far the best expose of NT from the business perspective. It is also good to know NT has acknowledged the communication problems with the investment communities - and has been moving to rectify the problems. I'd think the acknowledgement and any attempt to make amend are a remedy in themselves.

It is also very encouraging to see NT has 40% of the DWDM market. It is interesting that the article again seems to betray Mr Roth's background as an engineer - in a nice way for a change. Unfortunately, some people on WS, except for the analysts with significant technical backgrounds, probably are too lazy to accept complex answers <sg>. Regardless, I think the brief comment in BW and now this article in Forbes should at least put NT on the level playing field.

best, Bosco
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