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: FESHBACH_DISCIPLE who wrote (9918)	2/17/2001 8:52:33 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

Feshback, Seven dollars is less than book value. Did you realize that?

To: FESHBACH_DISCIPLE who wrote (9918)	2/17/2001 11:22:32 PM
From: abuelita	Respond to of 14638

FOR THE RECORD: I think you are an idiot!

To: FESHBACH_DISCIPLE who wrote (9918)	2/18/2001 10:11:47 AM
From: elmatador	Read Replies (2) \| Respond to of 14638

Here is how NT and LU will come back: They will sell to US RBOCS abroad now that they have stopped being forced to build to satisfy the FCC. Verizon is a case in point. Nortel and LU will grab 3G contracts in Europe, LU in Germany, NT in Portugal) to gain experience. Then they will port this experience back to their home turf. Not having mobile handset business is a great adavntage fot LU and NT. ERICY has the dead weight mobile handset as Siemens and NOK also do. Four you of the US side.Be very careful when analysing the Euro-wireless situation. See the money thrown down the drain with Iridium and Globalstar. This not to mention the ADSL capital destroyed by the CLEC's ADSL now dead.

To: FESHBACH_DISCIPLE who wrote (9918)	2/18/2001 12:20:58 PM
From: abuelita	Respond to of 14638

FOR THE RECORD again: Please accept my apology for my previous post to you. We can draw different conclusions and my rudeness was uncalled for.

To: FESHBACH_DISCIPLE who wrote (9918)	2/18/2001 12:26:55 PM
From: Master (Hijacked)	Respond to of 14638

Fesh, FWIW, you were right. My knee-jerk reaction was to kick you in the ass. But after taking a couple of days to settle down, I'll tip my hat off to you, you indeed made the call a few months ago. Back then you suggested that NT would go down because there was a tightening of the capital required for the expansion of NT's clients. That is the explanation given to us NOW by the clowns on Wall Street. It might have been a lucky guess, but let's just say you made the right call. Now, if we could only work on your charm and get rid of that LOUDMOUTH of yours which reminds me more and more of Rodney Dangerfield in the movie "Caddyshack".

To: FESHBACH_DISCIPLE who wrote (9918)	2/18/2001 10:27:37 PM
From: OrionX	Read Replies (1) \| Respond to of 14638

Fesh, Anyone who believes your estimates for NT pricing should have their heads examined. Unfortunately for them, you've got the couch occupied for the next few years. For the last 4 months you've been bitching about NT's stock price being high. Well, some of your shorting buddies did a good job on this stock in the last couple of days. Lucky bastards! I really get a laugh when all the shorts start screaming the world is coming to an end and predict undefendable stock prices for NT or any company which experiences a hiccup. Fesh, make the following promise to me and this board that you'll not cover your short above your set target prices and regardless of what may happen in the future. Make that a promise today and maybe you'll get some respect.

To: FESHBACH_DISCIPLE who wrote (9918)	2/19/2001 7:06:48 AM
From: elmatador	Respond to of 14638

"...the share of traditional fixed-line investment of the total budget would fall from 60 per cent in 1999 to a planned 40 per cent in three years' time. Investment would focus instead on mobile telephony, data transmission and packet switching, he said..." Now tell me if fixed line is dying or not! You could imagine what is hapening in the more developed telecoms markets. Expect merging in the fixed line side of the telecom business. The one s who do it first will have the best prospects. TPSA details spending plans By Stefan Wagstyl, East Europe Editor Published: February 19 2001 01:45GMT \| Last Updated: February 19 2001 01:49GMT TPSA, the Polish telecommunications group that last week defied investor caution in the telecoms sector with a E500m bond issue, plans to concentrate investments on mobile and data-linked services. Donald Chodak, finance director, said the share of traditional fixed-line investment of the total budget would fall from 60 per cent in 1999 to a planned 40 per cent in three years' time. Investment would focus instead on mobile telephony, data transmission and packet switching, he said. The group, in which France Telecom has a strategic stake, has fulfilled an obligation to ensure at least 25 per cent of Polish homes had telephone connections. By the year-end the figure had reached 27 per cent. TPSA completed its bond offering on Friday despite the current fund-raising difficulties faced by many larger telecoms groups. The five-year issue, its fourth since 1998, carries a coupon of 6.625 per cent. Schroder Salomon Smith Barney, the US investment bank, and Germany's Deutsche Bank, which jointly managed the offer, warned against interpreting the success as a sign of recovery in investor sentiment towards global telecoms groups. They said the issue instead reflected interest in the economic potential of the eastern European region and of TPSA in particular. Mr Chodak said TPSA might return to the international market this year for a further E500m. In the longer term, he hoped to raise funds in Polish zloty as the Polish capital market was growing and funds were becoming available for longer maturities, such as for five years. Since interest rates in Poland were falling towards EU levels, it could in the next year or so become cheaper to raise money there than in the international market, he said.

To: FESHBACH_DISCIPLE who wrote (9918)	2/19/2001 8:22:39 AM
From: elmatador	Respond to of 14638

The pilots that could fly the plane only under blue sky will be booted out of the cockpit. New ones will come to fly the planes during the perfect storm. Eventually, John Roth, John Chambers, Jorma Ollila, Serge Tchuruk and Kurt Hellstrom will leave and will be replaced by people who could make through the bad times. It happened with Compaq, and Apple Computer in the past. And the kick off season started with Lucent's Mcginn. It could even be that one of the Messianic figures of the Tech Stock bubble still keep his job. But no one of them are sure to keep the top job.