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

To: Kenneth E. Phillipps who wrote (9229)	1/12/2001 10:27:46 AM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

KP, Kamman's position is actually laughable... but only time will prove this out. To characterize CSCO -- a company that's been around 10 years and inspired the internet build out, and virtually owns the enterprise, as a "battleship, while upgrading companies like LU and maintaining buy's on JNPR, EXTR, etc simply shows a lack of understanding of these companies. But like I said, time will tell. He postulate is based upon an expectation that carriers will revert back to old ways of building networks - that integration will not succeed. I think he's in for a rude awakening. OG