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Technology Stocks : Nortel Networks (NT)

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To: primepower who wrote (2669)5/11/1999 8:27:00 AM
From: Bosco  Read Replies (2) of 14638
 
hi BFR - no problem, I sense you were rooting for Mr House [and I like that <g>] but I figure it would do both of us justice - and other readers as well - to have an open dialog.

Yes, I agree with you. There was too much expectation place on him. I am hopeful that he will have his chance to do more. As a matter of personal speculation, it is possible that he is the architect of the recent rash of alliances, like the deals with INTC, HWP, MSFT etc. And it is possible he intentionally stays out of the limelight for the time being just to make sure the BAY dual head problem - or even the appearance of it - surfaces at NT.

I mean, NT has greater depth and breadth, organizationally [well, it has also these qualities financially, technologically and marketing wise] so a repeat of the Ludwick's era is near impossible. But perception is important.

p.s. always good to make another cyberfriend <g>

best, Bosco
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