Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chris O'Connor who wrote (7321)	10/17/2000 10:14:55 PM
From: SJS	Respond to of 14638

Chris, You're way to hostile about this. I am not attacking Aerie or NT. I am concerned with a couple of isolated data points I've heard and am researching regarding financing (LU and CIEN) as well as double and triple ordering for parts, and other things that could represent a potential house of cards for companies I currently own, or want to own. I am thrilled that NT got this big deal, and they know what they're doing with the financing. But I also know that they are financing 50% of that 1 billion, and that means AERIE must be successful for NT to get that dough. I didn't think twice about getting burned via the financing issues 6 months ago, but a flag or two have popped up, and I guarantee you, there are more under the covers that haven't been flushed out yet. It's worth adjusting one's thinking to "show me" vs "I'll take your word for it" in the current earnings and market environment. In fact, those are good words to live by generally. Regards, Steve