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: Qualified Opinion who wrote (14392)	2/14/2005 3:56:34 PM
From: David Hansen	Respond to of 14638

Verizon-MCI Merger Seen Negative For Nortel 02.14.05, 2:42 PM ET Standard & Poor's Equity Research said consolidation of telecommunications service providers may cause delays in capital spending. The research firm said Nortel Networks (nyse: NT - news - people ) is likely to be hurt by the acquisition of MCI (nasdaq: MCIP - news - people ) by Verizon Communications (nyse: VZ - news - people ), since Nortel has been MCI's key vendor. "We believe Alcatel (nyse: ALA - news - people ) and Lucent (nyse: LU - news - people ) will remain strategic vendors for Verizon," S&P Equity Research said, adding that second-tier suppliers such as Ciena (nasdaq: CIEN - news - people ) may be at risk. S&P Equity Research favors Qualcomm (nasdaq: QCOM - news - people ) for wireless and Cisco Systems (nasdaq: CSCO - news - people ) in IP networking. Both Qualcomm and Cisco are rated "strong buy" by the research firm.