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: Techplayer who wrote (4912)	2/25/2000 8:51:00 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi Briand - knowing you, I will give you the benefit of rooting for your home team <VBG>. However, we shouldn't play with hypes here, since what we said here matter little to the real world, especially with established cos like NT and LU. Most of us here know, even in NT darkest days, she has had 70% of the N American backbone. Although I don't have the hard figures in front of me, she seems to increase the lead by 500 basis points in the past year. This is not to denigrate LU, as I ve tried to defend it time and again if it is reasonable - and I do believe it is a great company. However, it is still too much of a leviathan to turn. LU is where NT was a year ago. NT was concerned about the capacity issue 2Qs ahead of LU. NT redeployed her resources 12 to 18 mos ahead of LU [I guess the cold word is 'layoff'.] Even though my ownership of LU is shortlived, I think both are great cos, except that NT has been executing much better [maybe luck or maybe foresight, I don't know, since I am not privy to the insider information of either co] Of course, I could be wrong best, B