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

To: telecomguy who wrote (5785)	5/12/2000 10:54:00 AM
From: Bosco	Respond to of 14638

<ot>Hi tg - I don't follow these 2 cos too closely [ok, got to leave my back door open 1st <g>,] but neither appears to have strong management. Unless ALA learns a lesson from LU [in its dealing with ASND] I cannot see ALA fair any better. The only hope is that NN has been beaten down for so long that maybe there is less of an ego problem. However, this is not really a strong case for a good cultural mix. Product wise, while NN is still strong in ATM, I really don't know what it can contribute besides insatlled base and some technologies. Since NN is one of the larger ALA acquisitions, there is high hope. When hope turns to disappointment, it is much harder to unfix the perception JMHO best, Bosco

To: telecomguy who wrote (5785)	5/12/2000 5:46:00 PM
From: Ticklish Tiger	Read Replies (1) \| Respond to of 14638

ALA have a downright lousy record of managing her acquistions. The personels of the acquired usually can't cope with the heavy-handed approach of ALA, ie. parachute in one of ALA colonial officers to run the acquired unit. The culture gap across the pond are glaring. Just ask ex-employees of Extreme, Castle, etc. I personally know a few of NN people who bailed or packing their parachute right now. This is good news for NT, since NN is just down the street from NT, a lot of ex-NN do end up in NT. cheers, tt