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Technology Stocks : Nortel Networks (NT)
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To: Matt Quigley who wrote (1140)9/30/1998 11:02:00 PM
From: ASB  Read Replies (2) of 14638
 
NT is definitely undervalued in today's price range based on
PSR and PE. It can only go up from here, IMO. It may go up to
mid 30s until the earnings release.

To put things into perspective, their traditional PBX switches are seeing weaker demand and to make the matter worse, Lucent may be gaining market share in the business.
Nortel's strength lies in data communication and
broadband systems. If they can truly integrate Bay's expertise
into carrier-class switches, they can lead the pack.
In the meanwhile, I hope Bay keeps making progress with Accelar
and 450s and encroaches on Cisco's turf.

At any rate, the world needs more than Lucent, Erisson, and Nokia for its communication needs.
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