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

To: telecomguy who wrote (4811)2/15/2000 1:12:00 PM
From: Bosco  Read Replies (1) | Respond to of 14638
 
Additionally, there is a lot on the table not factored into NT's growth spurt. While Optical should still be the main driver, here is an interesting take of the synergy between NT and CLFY

informationweek.com

best, Bosco



To: telecomguy who wrote (4811)2/15/2000 4:22:00 PM
From: Paul Fine  Respond to of 14638
 
Re Sanford Bernstein: To answer my own question, I did some additional research. I got some off-the-record info that confirmed that while Sanford Bernstein does have an "Outperform" rating on both NT and Cisco, they definitely favor LU in the sector. That probably explains the generally cautionary comments by their analyst(Paul Sagawa) when he is quoted on NT(like in today's Inv. Business Daily).

Paul


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