Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (11667)	12/1/1999 2:33:00 PM
From: mauser96	Read Replies (1) of 54805

Everything depends on the starting point, but if you go back a year the real winner has been the third member of the troika, Nortel Networks. This was a vastly under rated company compared to LU, at least until recently. I agree that neither NT or Lu are gorillas, so I don't talk about them on this thread. NT dominates SONET so should do well for the next couple of years, but the enthusiasm for SONET should show a rapid decline after that, so I'm watching for an exit closely.

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