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


To: Kenneth E. Phillipps who wrote (2037)2/16/1999 4:07:00 PM
From: Bosco  Respond to of 14638
 
G'day Ken - to a degree, NT has already hedged the POTS situation [it may not be a decline, but it is certainly not the hotest growth area] when it decided to [reversely] merge with BAY. To that extent, it seems that the analysts have not given NT due credits [for its forsight] when the latter closed the facility down in S.C. [?]

best, Bosco



To: Kenneth E. Phillipps who wrote (2037)2/16/1999 4:07:00 PM
From: elmatador  Read Replies (1) | Respond to of 14638
 
Sounds feasible. But digitalization is being completed at a very fast pace. There is a glut of lines (idle lines awating access) in all developing countries. Emerging markets can take only so much POTS. You know, there is correlation between income per capita and telephony take up in developing countries.
Not to mention these traditional switch makers are jumping into the IP bandwagon. POTS is been seeing as old fashioned stuff, you probbaly heard it all before.