Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: pcyhuang who wrote (13458)	11/4/2002 11:05:40 PM
From: Kevin Rose	Read Replies (1) of 14638

Yes, I did see your original posts. Excellent call. However, there has been quite a run up from your original call (around ~$US.60 to today's $US1.33). At some point, the runup must end. Any thoughts on when/at what price point? NT's fundamentals are still shakey, but it seems that the darkest clouds may have lifted. Are investors betting on Dunn's Jun 03 break even prediction? Are there credible signs of bottoming of demand? I do believe that when NT sees that bottom of demand, they will be in a stronger position than, say, a LU to recover, given their better products, leaner structure, and better margins. Any strength in LU sales over NT over the past year seem to have been in the 'dropping their pants' category. However, we've had false demand-bottoms before; what real evidence is there of a bottom now? TIA for any opinions/observations. Rob V - you still lurking? What do you think? Others?

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