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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (1125)4/6/1999 11:19:00 AM
From: gdichaz  Read Replies (2) of 54805
 
Two small comments:

Re the Q two weeks ago. Actually the Q had done pretty well by then. But nothing like now of course.

And still think NT has a fine future - much better than that of LU. Just completely misunderstood and underappreciated on the Street - so what else is new? Much much stronger around the world than LU. The newly created Nortel Networks (including Bay) will be Cisco's primary competitor IMO - even after LU swallows Ascend (which I used to own and followed BTW).

Enough.

Can sense Uncle Frank's bloodpressure rising as he counts the number of my posts. :-)

Bye for now.

Chaz too

PS No longer hold Tellabs. In greener fields (I hope)
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