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


To: Kenneth E. Phillipps who wrote (5318)4/15/2000 1:37:00 PM
From: telecomguy  Read Replies (2) | Respond to of 14638
 
I agree. Roth has demonstrated a keen understanding of new technology development from his earlier V-P days when he champinoned NT's investment into wireless WAY before Wireless was perceived to turn into what it is today.

I read that Roth had to pull every string and put together a very strong team & an indepth proposal to convince the NT AND The BCE (who controlled NT at the time) board to pour hundreds of millions into R&D for wireless back 15 years ago when the Mckinsey report commissioned by AT&T predicted a maximum market of 1 million user base in US!

Roth evidently knew (as a hard-core engineer0 that the wireless could & would eventually supplant wired lines and pushed hard to get the $ to make NT a player in this exploding market.

That was one of the MAIN reason why Roth became a shooting star within NT and catapulted into the CEO position over more seasoned executives within the V-P rank.

And now he bets the company once again on Optics before LU, CISCO and once again, NT is in front & center of a major network makeover..............I have such a high confidence in Roth that both McGinn and Chambers seem laggards compared to Roth (although I have to admit Chambers is also taking some major chances and pushing his people hard).

McGinn has not shown the same entrepreneurial zeal or visionary capability that a CEO of a high-tech networking company must possess. After all, at the end of the day, it's the CEO who should be making the strategic call on the companies resource and direction -- NOT the marketing staff whom LU blamed for missing out on the 10 Gig market.