Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Jean M. Gauthier who wrote (6621)	8/25/2000 12:52:28 PM
From: t2	Read Replies (2) of 14638

I am shocked T2,<g> Bigger than Just don't sell us ? I am shocked, shocked! Jean, I had NT as my largest holding since around Feb/March. GLW is my other big big position. I have been adding JDSU lately but it is nowhere near my holdings in GLW or NT. These are the best two stocks in the sector, IMHO. I would point out that JDSU might now be ready for the big rebound but I am not willing to bet the farm on it. At this point in time, it is better to diversify in many areas but keeping a big holding of NT and GLW. I actually sent you a PM a while ago. GLW has been amazing and will continue to be, IMHO. Saw Brian Finerty on CNBC this morning say that GLW is relatively undervalued compared to JDSU while he did acknowledge that JDSU is the clear leader. GLW's PE which is now similiar to NT's should really be like that of JDSU---making GLW undervalued. I have felt this way for many months and continue to. NT should make major leaps in the coming weeks. How is this----GLWNT--"Go Long With NT"? Not so good, eh? It was worth a try. good luck

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