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

To: Robert who wrote (10704)	5/22/2001 1:04:01 PM
From: The Ox	Respond to of 14638

Why would Roth resign if he felt the market conditions were just a blip... He has admitted that he wasn't in touch with his customers, therefore his (and his staff's) ability to forecast the future was impaired at a critical time for NT (last fall). It makes sense to this observer that maybe it's time for Roth to turn over the reigns to someone who might not make similar mistakes in the future. The key to viewing NT as an investment for the future is your view of the telecom industry going forward. You are stating that there will be more new revelations in the future and that the current situation is a crisis that can't be corrected promptly. Others here have a different view, one that I share, that the telecom/datacom market will improve and that NT's fortunes will improve with the market. I believe most of the skeletons are out of the closet. Rate reductions will improve capital spending going forward. I believe tough times like we've seen lately will force the company to improve it's operations and make them more lean, therefore, NT will be more profitable down the road. I think that it's time to stop comparing the current NT situation to where they were a year ago. It's time to look forward and if you don't believe the future holds promise for NT, then I suggest you move onto other investment vehicles (or short the stock). Best of luck, Michael

To: Robert who wrote (10704)	5/22/2001 1:31:09 PM
From: OrionX	Read Replies (1) \| Respond to of 14638

Robert, Everyone is entitled to their own views and perceptions. I believe NT is a far better investment as a "long" than you. And, if I may add, NT is a much better investment at this price than bloated stocks like CIEN or CSCO for that matter.

To: Robert who wrote (10704)	5/22/2001 2:10:31 PM
From: ntrules	Respond to of 14638

Sagawa works for San. Bernstein, that is why.. >However, my understanding is that San. Bernstein is one of the more independent firms on Wall St. Why don't you like him? Given his prior stance and the way he was pushing LU aggressively throughout the period he was negative on NT, in my opinion Sagawa and hence San. Bernstein have lost credibility. Sagawa has been proven wrong (look at where LU is). Roth has not resigned. Everyone knew when he took office 3 years ago that he was in there for a 4 year term. Could he have stayed longer? Perhaps. Did he want to? No. As a matter of fact, I can't think of single occasion where Roth led anyone to believe he was going to hang around for a second term. Is NT facing severe problems? Yes. If you think Cisco, Ciena and Lucent aren't facing the same problems, you need to consult a brain surgeon,,, real fast. PS: I used to work for NT and am still fond of NT. Can you blame Sagawa for being loyal to his previous employer? I think you can because he never really tells the whole truth. NT is the only company to sell stuff cheap (perhaps even lower than its cost). Yeah right!!