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: Alcona who wrote (8470)	11/13/2000 2:19:47 PM
From: OrionX	Read Replies (2) \| Respond to of 14638

Alcona, You can counter each point made by the author. In a fast moving high-tech world, you just can't build everything on your own so you have to acquire companies. Funny that Cisco has been doing it forever, yet it's always in the top 10 picks of stocks to own. Why wouldn't NT be allowed to act like Cisco and still be in the top 10 picks?

To: Alcona who wrote (8470)	11/13/2000 3:23:16 PM
From: Gary H	Read Replies (1) \| Respond to of 14638

Good read. So lets go back a bite and think of why Monte spun NT off. did he see it coming?

To: Alcona who wrote (8470)	11/14/2000 9:02:25 AM
From: elmatador	Read Replies (1) \| Respond to of 14638

About the article "Nortel Hell": It is not realist to expect all the new technologies coming out and those new networks never being implemented. We have enough new technology to chew over the next five years. It is time to build now. Hence the need for change. Companies do not change from the inside. They need outside pressure. Companies do not engage in tough actions unless forced into it. Had Lucent no been battered recently, it wouldn't been shedding jobs nor selling its power division. Management do not like the internal pressure they have to exert in order to change things. When battered by the market, they have an incentive and they move in. There is obviously in the top level positions people who climbed the corporate ladder selling traditional equipment. They have their counterparts in the operators. These business relationships are not severed overnight. They tend to linger on long time after a certain business segment has become unprofitable. Just wait until 2G becomes obsolete. Within all vendors the top guys who made a career out of selling mobile infrastructure will not just get their caps and move over. They will stay right where they are. That's what is happening right now with all big telecoms vendors. They are in a phase of transition and have to shed legacy. They will do it only under pressure. It is just a matter of how much pressure should be applied by the market for them to make the necessary changes. Look to ERICY how much the market had to thrash it to make Sven-Christer go. Had the market been in an eternal honeymoon with ERICY he would be there still. The market downturn is healthy to force companies shed ballast and deadwood.