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


To: Kenneth E. Phillipps who wrote (5825)5/17/2000 9:04:00 AM
From: Bosco  Respond to of 14638
 
Hi Ken - not being a pro in that industry, I ve no idea. Some folks here have contented that intelligent pipes are not necessarily better. My personal feeling is that if NT has it in place, it is indeed a strategic advantage. A much better alternative than not having it, unless the cost of having it outweighs the benefits :). But then software margin is usually high, compared that to hardware, not to mention the synergistic selling power.

best, Bosco



To: Kenneth E. Phillipps who wrote (5825)5/17/2000 9:53:00 AM
From: t2  Read Replies (1) | Respond to of 14638
 
Ken, I got a feeling that the factors moving NT yesterday (as we discussed) are still in place along with this news from Williams. We still have not heard officially on the BT deal.