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: The Phoenix who wrote (4254)	1/12/2000 3:16:00 AM
From: jack bittner	Read Replies (1) \| Respond to of 14638

Gary, it is hard for me to make out your position on nt. it's clear you think oie's a joke, and you seem to have a low opinion of John Roth. correct? if so, d'you think lu is a better (MUCH better?) buy now than nt? i do remember your admiring nt's comeback last friday.

To: The Phoenix who wrote (4254)	1/12/2000 10:01:00 AM
From: telecomguy	Read Replies (1) \| Respond to of 14638

Gary, your response is disappointing to say the least! It's glib, shallow, and totally does not respond to what I considered fairly obvious facts. After you literally agreed with me that the OIE is clearly not going to affect CSCO's revenue stream in their core enterprise router market, you turn around and continue to say that; "Roth is concerned about CSCO - as he should be - as every good competitor should be about their rivals. Marketing 101 if filled with tactics for creating barriers to entry or causing a shift in the rules". Do you not see complete contradiction in your position here? Or do you think Roth is so stupid that he doesn't realize OIE is not going to have any impact on the high-end enterprise router maket that CSCO makes their money off from? But then you can't think that since you say at the end that "I think I give Roth more credit than you do."!! Now, compare that last statement to an earlier statement "No wonder Roth thought of it" (referring to my point that only an amateurish business strategy would assume that OIE would have an impact on CSCO). Gary, I don't think your logic is working today.