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Technology Stocks : Nortel Networks (NT)

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To: Cosmo Daisey who wrote (13481)11/25/2002 1:42:02 PM
From: Kevin Rose  Read Replies (1) of 14638
 
Before last quarter, I think you were right on the LU/NT ordering. But, since last quarter, NT has regained the upper hand in 'investment favor' over LU. Last quarter's LU disaster, if repeated, could spell *real* liquidity crisis. Of course, NT could stumble as bad as LU did, but with better products and much higher margins, it is being seen as one of the survivors. More and more talk of LU ending up in a merger.
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