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

To: pat mudge who wrote (7531)	10/25/2000 6:08:51 AM
From: Condor	Read Replies (1) \| Respond to of 14638

Funds take on NT: Message 14654312

To: pat mudge who wrote (7531)	10/25/2000 9:09:31 AM
From: John F. Dowd	Respond to of 14638

PM: I think since this FD came into play we are seeing the anal-ists trying to demonstrate who is in control here. It behooves us all to do our do dilly and buy in here. JFD

To: pat mudge who wrote (7531)	10/25/2000 10:28:58 AM
From: Ian@SI	Read Replies (2) \| Respond to of 14638

Actually, I got the impression from John Roth's comments that NT has sufficient engineers. Rather they're not all sufficiently trained. I didn't expect, from the conference call comments, NT to go out and hire engineers en masse. I do expect focussed training to increase their productivity. i.e. - more revenue / engineer without increasing COGS and should lead to somewhat higher GMs. Ian. agree entirely. When your worst problem is having so much business you can't find enough engineers to install the systems, how bad can it be?