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

To: SJS who wrote (7318)	10/17/2000 8:03:31 PM
From: Chris O'Connor	Read Replies (1) \| Respond to of 14638

Check out this list of stakeholders in Aerie Networks. aerienetworks.com There aren't many small players on that list. I'm sure they have big plans to make this venture succeed and they certainly have the money to pay their bills.

To: SJS who wrote (7318)	10/18/2000 12:53:16 AM
From: mact	Respond to of 14638

50% being "financed" by NT? Is this going to be another one of those....I can't pay, in 2 years? i definitely share ur concerns...abit amused that NT said they were going to finance "only 50%" of the deal...Aerie Networks, a company formed just a yr or two ago has enough potential to buy 1B worth of fiber optic components from NT???....we have Qwest, Williams, AT & T trading at the lows and Aerie is going to make it?...yeah right...and they just ordered a 1B worth of fiber from GLW not too long ago also...CIEN had to restate their earnings a month or so ago cause a european telecom company went bankrupt and didnt pay them a lousy 20M or so...just hope NT doesnt book the revenues until Roth's forks the money over from his right hand and puts it into his left hand, then its offically bookable according to the SEC i believe<ggg>. IMO, NT and other fiber co's give away their products for free knowing there is a good chance they will not be paid for the equipment...and they really dont need to be paid cause by booking the rev's(which comes from their own bank acct.), the analysts say things like "wow" and "that roth sure is a visionary" and upgrade the stock and give it a "super duper buy rating" and a 12 month target of 45,000 per share...and then NT goes up 300% in 1 yr...so ultimately, this fancy financing does pay off if u can keep ur eye on the big picture--i.e.- NT mkt cap going up by 20B a yr<ggg>. do people on this thread realize that up start fiber co's give away their equipment for free?...co's like corvis, sycamore and optical networks give warrants to co's like Williams and Broadwing and Qwest for a few bucks a share(pre-ipo) if they agree to try and use their equipment...if they like it , they agree to buy some of it...when these co's ipo the co's like williams and qwest unload during the secondary offering(known as the holy grail by insiders and venture capitalists) of co's like corvis and sycamore and make 100's millions in profits while buying 10M worth of equipment that they financed and payed back with stock profits from essentially receiving free equipment...i was chastised the other day on another thread when a guy told me "there is never a free lunch"...as u can see, sometimes there are free lunches...look around, there are many on expensive nordic tracks sweating dollar bills as i type this...enough rambling for one night...btw, i sold my NT a few months ago so i do not have a position in NT. mact