Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33765)	10/25/2000 2:13:51 PM
From: MarkR37	Read Replies (1) of 54805

<<Yes, as a king NT needs to look over "their left shoulder". However they are the king in fiber optics. Market numbers show they have a 2x plus lead over their closest competitor (approx. 43% and growing). #2 is LU and fading fast (approx. low teens). ALA is #3 (growing). Nobody else is a factor, at this moment in time, in the fiber optic sector.>> Mtnlady, I'm sorry for you that Nortel stock is dropping. It has been a long month for most of us. I'm also happy that you continue to try and convince us that NT is a worthy investment based on TFM's model. But the reason I still won't touch this stock is because even if you are right,(that NT is a King in optics) it is a very diluted King because of all the other businesses it is in. If they were spinning off the optics business I would certainly consider investing in that part of their business.

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