SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nortel Networks (NT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kenneth E. Phillipps who wrote (1234)10/10/1998 1:45:00 AM
From: WWS  Read Replies (2) of 14638
 
Kenneth, the enclosed link shows the 100-day graphs of the 4 telecom service companies (ILECs) you mentioned (SBC, AIT, BLS, BEL) alongside of three major telecom hardware suppliers (NT, LU and CSCO). Note that the graphs actually cluster into these same two broad categories, and that in general there has been an inverse valuation relationship between these two sectors over the graphed time period. Thus, while the market has been killing the equipment suppliers it has been rewarding the service providers. The most recent rise in the three hardware stocks over the past two/three days correlates with a corresponding fall in the value of the four ILECs. I've read analysts who've explained that investors have treated the ILECs as "safe havens" (just as they've been rewarding the electrical utilities for the same reason). Perhaps the most recent few days of decline in the telco services sector may coincide with the beginning of a recovery trend for the hardware sector.
exchange2000.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News