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Technology Stocks : Network Appliance

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To: DownSouth who wrote (2023)	1/7/2000 12:55:00 PM
From: HDC	Read Replies (1) of 10934

DS, Hi! I saw the LU interview also. The press release from Nortel yesterday (which was provided for us by some wise person of the G&K thread) indicated that Nortel's business was fine and looked good from 1999 & 2000. Don't you just love it when it is a supply constraint issue and not a demand issue? Do you think George Gilder will address this issue in his next monthly letter? Best, Duncan

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