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Technology Stocks : Nortel Networks (NT)
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To: Bill who wrote (7073)9/28/2000 11:50:40 AM
From: t2  Read Replies (1) of 14638
 
Sagawa's call was the worst kept secret I have seen in a long time. I guess he still likes lucent---just waiting for the next profit warning from LU and that would be positive for NT. However, if LU does not warn, it would be bullish for both NT and LU anyways.

I am sensing LU has already pushed expectations down so much that there will be no need to preannounce.

I think the uncertainty in NT is now out of the way and the positive stories on the sector won't get drowned out by the negativity anymore.
Looks pretty good.
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