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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (5516)4/25/2000 5:53:00 PM
From: Bosco  Read Replies (1) of 14638
 
<ot> Hi tg - be careful of the small cap, I think the sc rally is going to *rest* for awhile. I was actually interested in DTEC [NT has a stake in it, as its technologies are incorporated into CLFY,] but lucked out b/c I have been on the buying binge of late and decided to step more gingerly. Of the ones you ve mentioned, most of them seem to have good values if you hooked them off their lows. DTEC's technology is interesting, but the software sector is not good. I dumped most of my e-commerce stuff at a great loss. My guess is that stick to the larger cap issues [MOT didn't save me :(!] or component shops, if you really prefer small caps, like ALN, who is a supplier to NT. Of course, my recent acquisitions also tanked. So I am in no position to advice others :)

[note: I am still holding ALN]

best, Bosco
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