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

To: Kenneth E. Phillipps who wrote (1745)1/21/1999 9:50:00 AM
From: Bosco  Read Replies (1) | Respond to of 14638
 
Ken & Walter - LU's strength last Q was chips and switches. From the traditional telecom equipments sector, there are ALA and ERICY underperforming. The consolidation of the data networkers are still underway. After seeing CSCO took out many smaller outfits [I am still holding some of them] in the past 2 - 3 years, one way or another, I wouldn't underestimate Mr Chambers's ability to compete.

I do think NT will hold its own. What it lacks is a *sexy* personality. People like cowboy type like Chambers and Lucent has finally found a way to get paid for all those patents those geniuses have acquired at the old Bell Labs. So, NT is for those who like a long term relationship <g>.

best. Bosco



To: Kenneth E. Phillipps who wrote (1745)1/21/1999 9:57:00 AM
From: w2j2  Respond to of 14638
 
Good point, Ken. I know Lu has taken share from Ciena (in DWDM), and probably from Alcatel. It would be natural that Lu would be more of a competitor to Nt since It split from ATT and can sell to ATT competition. Nonetheless, Nortel with Bay can handle the competition. IMHO wj


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