Nortel Networks (NT) Message Board

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To: OrionX who wrote (10703)	5/22/2001 12:33:53 PM
From: Robert	Read Replies (3) of 14634

It's not a matter of NT being a good company....rather, the question concerns whether it represents a good investment....I don't know Sagawa.....or his history with NT. However, my understanding is that San. Bernstein is one of the more independent firms on Wall St. Why don't you like him? He would have saved you a lot of money had you listened to him. There is no point criticizing someone until they are proved wrong. My gut feeling, and that is what it is, is that NT is facing severe problems that are only just beginning to emerge. Why would Roth resign if he felt the market conditions were just a blip...this is a company in crisis, with new revelations coming unexpected month by month. That is why, IMO, they are not participating in the market ralley. Robert