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Technology Stocks : Nortel Networks (NT)

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To: SJS who wrote (8453)11/12/2000 10:35:51 PM
From: djweiland  Read Replies (1) of 14638
 
If you did your LTB&H thinking with a NT investment 1 year ago, what do you have to show for your 1 year of LTB&H?

Your premise that I bought NT in the last year is flawed. Valuation does matter and buying overvalued gems is indeed risky. I'd be happy to discuss real valuation metrics. AMCC AHAA NT and a host of others have not been value buys anytime in the last year. Further a one year holding is not long term. My first premise is that 5 years is the minimum holding, and even that is too short and significantly increases your risk.
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