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Technology Stocks : Nortel Networks (NT)

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To: Stocker who wrote (2472)4/19/1999 3:48:00 PM
From: Bosco  Read Replies (1) of 14638
 
Hi Stocker - that is precisely my point. NT got trashed b/c people complained it has too much exposure in Latam and SE Asia. Now, being an infrastructure equipment maker well positioned in the renewed growth in the emerging markets while maintaining, if not increasing, market shares in N America and Europe, and it is trading below the S&P multiples, let alone the tech sector in general and amongst its peer in particular, if it is not value stock with a tremendous growth story, I don't know what is. If the street doesn't recognize that, NT may as well go private or something.

best, Bosco
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