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

To: telecomguy who wrote (5358)	4/17/2000 6:57:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 14638

t, i care about the Bay purchase because, if it is not doing well, it is a big hole in revenue growth it weakens the long term value of nt. now you mention the enterprise division is relatively weak. if that is true about IP - where they have committed $7 billion, was it; that would be 2 holes and that would reduce (not eliminate) my hopes for nt. i don't see the Bay purchase - or any other purchase - as the past. it is an investment for the future; and its early results MAY be an augury of the future. if one buys something outside one's core competence; and IF it doesn't work well; now you have to spend time and money learning about it and fixing it - time and expense you could have spent on your core - if it keeps up maybe you have to write it off, and that will impinge on your net income. i just say IF - to make clear why i want to know about it. maybe it's fine. now, qtera and xiros. i don't have to worry how they are doing now. they are the future of the internet, they fit together hand in glove, they are at the heart of nt's competence; and the 2 of them didn't cost what Bay did. good luck to us all. jack