Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Thomas M. who wrote (3090)	7/28/1999 9:34:00 AM
From: Bosco	Read Replies (2) \| Respond to of 14638

Hi Tom, I'd like to hear Ken's opinion too. From my perspective, here is the pros and cons. NT should close the gap with LU and CSCO because 1) all are #1 or #2 in the market segments, such as Carrier, Enterprise etc 2) the May 98 debacle is 4 Q old, NT should regain some of the investor confidence 3) NT mgt as a whole is a bit more conservative than the other two, but the trade off is stability vs growth. One may give growth the edge, but stability with substantive growth should not be punished. 4) great products NT should but didn't receive similar treatment because 1) people are still unable to see ip telephony as a organic concept 2) perception of being Canadian [note: nothing wrong in being Canadian, but Canadian market does carry a lower multiple] What do you think?