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

To: telecomguy who wrote (4231)	1/10/2000 10:47:00 AM
From: MAX404	Read Replies (2) \| Respond to of 14638

I live in Rome, Italy. We now have a supplier of ADSL at very competitive rates, available in most parts of the city. The cost is about $100 a month, but since there are no time-connected charges with this service, it is also economically advantageous even in comparison to dumb dial-up. (Connect-time charging is the basic problem with internet on the continent.) Rome is not exactly a third-world city, yet at the same time, it is not New York in terms of infrastructure. In my opinion the fact that we can get xDSL now in middle Italy is indicative of the impending explosion on the continent of bandwidth supply and thus demand. Hence I am also in KPNQuest, Colt Telecom, Global Crossing. I made good money last year in AFCI but I have switched the equipment holding part of the portfolio over to NT since I do think size matters at this point, especially as overseas (from the US perspective!) gets more important. Best regards from the Eternal City.

To: telecomguy who wrote (4231)	1/10/2000 11:18:00 AM
From: Bosco	Respond to of 14638

Hi tg and MAX - thanks for the insight. MAX, size indeed matters, sometimes beneficially [to say the least, purchase power etc] and sometimes not [when I mentioned my waterloo to a friend of mine, who is an ex-lu employee, he confirmed that LU is a great company but the supertanker simply can't change course quickly!] I think NT has learned her lesson 2 years ago and has since become more agile, in spite of her size. The slight detriment is that many people fail to see her complexities. One analyst may focus on her wireless; the other her optical networking; and the third on her enterprise space. IMHO, I think one area people have missed greatly is her recent efforts in ASP, Clarify and investment in PRISM. NT has already looked passed CRM [Customer Relationship Management,] or even ERM [Enterprise Relationship Management,] there is a new buzz word UBA "Univeral Business Application." I believe this is what NT is aiming at [note: I am clueless about UBA, but basically it is some sort of super integration of the front end, CRM, Sale force automation etc etc.] best, Bosco