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


To: telecomguy who wrote (4908)2/24/2000 4:33:00 PM
From: Bosco  Read Replies (1) | Respond to of 14638
 
Hi tg - FWIW, while I don't think the actual strength of new LU offerings, I think the market is lukewarm b/c it understands LU will need time to ramp up and translate to bottom line. I am not here to defend LU - especially it cost my good money <SG> - but I think everyone is shooting in the dark. One thing for sure, since the street is less likely to cut LU any slack these days, it can ill effort to front run any product introduction. Therefore, I tend to believe LU is trying to answer NT. Personally, I feel it has the work cut out for it, since NT is having the inside game right now. I am hopeful that NT will be on guard about the threat of incursion

best, B