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

To: telecomguy who wrote (6744)	9/8/2000 11:17:39 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi tg - yes, historically, I think ERICY was, probably still is, fairly dominant in Asia. From Ken's link, it is interesting how NT is leveraging disjoined technologies to boost market shares, specifically, in this case, the PR mentioned ATON. This is encouraging b/c NT has gone beyond asset gathering for the sole purpose of empire building. Many conglomerates fell apart subsequently when they became bloated and failed to form synergistic structure from the various pieces of their assets. In this case, NT is taping into pieces of the asset base that were not thought of as related. A real good use of corporate asset, IMHO. best, Bosco

To: telecomguy who wrote (6744)	9/9/2000 11:33:00 AM
From: RetiredNow	Read Replies (2) \| Respond to of 14638

Cashing out after another double in 1-2 years is short sighted, Telecomguy. Nortel has at least another 5 years of sprinting left in her. This Internet/bandwidth boom is just in its infancy. I mean only 1% of all households have Internet access. It's a no brainer that the Internet will one day (next 10 years?) be as prevalent and may even replace the TV. This translates almost directly into profits and revenue growth for Nortel. Nortel is at the heart of it and in all the sweet spots. So to settle for a double from here is to leave a lot of money on the table over the long term.