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

To: zbyslaw owczarczyk who wrote (5791)	5/12/2000 8:21:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

"Nortel, IBM collaborate in bid to break Cisco's Net stranglehold" ottawacitizen.com:80/business/000509/4069817.html

To: zbyslaw owczarczyk who wrote (5791)	5/12/2000 10:13:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

I would agree with Zbyslaw..........NN is probably a good purchase for ALA and both NN and ALA has been performing extremely well lately. NN is actually likely to expand as ALA merges it's ATM team and consolidate it's ATM R&D over to Kanata. Time will tell.

To: zbyslaw owczarczyk who wrote (5791)	5/13/2000 3:33:00 AM
From: SyncMan	Respond to of 14638

Newbridge will absorb DSC Comm. operation too. My admittedly EXTREMELY limited experience with DSC people is that they are not thrilled with the Alcatel aquisition, either. Of course, saying that, acquisitions are hard. Almost nobody does them very well.

To: zbyslaw owczarczyk who wrote (5791)	5/13/2000 1:09:00 PM
From: Mike K	Read Replies (1) \| Respond to of 14638

Zbyslaw; As a former Alcatel employee, let me give you my opinion on what happens after Newbridge is taken over. Newbridge will be allowed to run its own show for a while (6-18 months). Gradually, Alcatel will move in some mid-level managers with good contacts back to Paris or Richardson/Plano, Texas. Flynn may be too entrepreneurial for the Alcatel old guard so he may not be around for a long time. I give him 2 years. I don't think Mathews will be around even that long before he's back into another start-up. Its happened in every one of Alcatel's acquisitions to-date and I don't see this one being any different. Also, under Alcatel's current structure, Newbridge will report though Alcatel USA under Krish Pradu, who report to executive VP Olivier Houssin in Paris. Having worked for Houssin, he's not very inspiring. IMHO Mike