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Technology Stocks : Nortel Networks (NT)
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To: Bob Kim who wrote (7961)10/31/2000 11:08:07 PM
From: Bosco  Read Replies (2) of 14638
 
Hi Bob, b/c of the amount of posts recently, I ve inadvertently missed yours until I saw yours in the "cool post" sector. I don't mean to belittle this ML fund mgr, but I am most concerned if he relies on ALA as an informant. ML has its in house sell sider [his name doesn't ring a bell, so I presume he is not an ax] Granted that fund mgrs themselves also do DD, but even if ALA were correct [I thought common knowledge was that LU was the most aggressive one in terms of financing,] this would simply raise people's eyebrows with regard to the objectivity of the judgement. Maybe I am simply getting the wrong impression from your post. It seems that the mgr started dumping NT when s/he got wind of the [mis]information from ALA but sought verification after s/he was thru dumping. Or am I missing something in between [this is late for me, so maybe I am confusing myself :)?]

best, Bosco
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