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Technology Stocks : Nortel Networks (NT)

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To: Ian@SI who wrote (10180)3/7/2001 12:59:56 PM
From: Bosco  Read Replies (2) of 14638
 
Hi Ian - knowing me, I hope you won't take this as an offense, b/c it is not. Attacking the messenger really won't help to see if NT is a lion or a lamb. I think we ve learned the lesson with Mr Sagawa. I mean, this guy, like Sagawa, is just one voice. Instead of calling him names, which really sidetracks the object of discussion, it will help to dissect his rationale. For example, IMHO, you did the right thing by arguing against his valuation metric. If I understand you right, you think his use of historical support [in terms of p/s] is wrong b/c the old NT is apple and the new NT is orange. And I tend to agree. But when you give this person colorful names <g>, the discussion becomes this person and not NT. Just my take of the situation

best, Bosco
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