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Technology Stocks : Nortel Networks (NT)

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To: elmatador who wrote (2410)4/11/1999 3:14:00 PM
From: Bosco  Read Replies (1) of 14638
 
G'day all - elmatador, I do not doubt there are differences between the two men; afterall, these are people accustomed to strong viewpoints. Having said that, I am not sure how much one wants to read into what House and Roth said [in a deep machiavelian manner. To begin with, these guys are engineers, not super saleman like Mr Chambers. Anecdotal evidence has shown that they were far from the scheming type, which is what your "John Roth is the boss" statement suggested. I mean, if they were so skilled in telegraphing, we wouldn't have the NYC debacle. Rather, like Cruiser said, House was trying to suggest that BAY has learned the lesson of Severino and Ludwick mismatch. And indeed, NT has thus far been executing the merger well, and very likely benefitting from prior experience

Just my 2c

best, Bosco
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