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To: Jon Koplik who wrote (33227)	6/25/1999 2:09:00 PM
From: Ruffian	Respond to of 152472

Nortel> une 25, 1999 Nortel, BellSouth sign supply MoU ATLANTA—Nortel Networks and BellSouth Corp. signed a memorandum of understanding regarding a long-term global supply agreement that makes Nortel Networks' communications equipment, software and services available to BellSouth at competitive prices, said the companies. ‘‘By being able to bring to the market wireless Internet, Internet telephony and optical Internet and intranet services, BellSouth can enhance its competitive advantage,'' said Ian Craig, president, carrier solutions, Nortel Networks. More than 6 million of BellSouth's residential and business lines are served from Nortel Networks' equipment, said the companies. In addition, BCP in Brazil and CellCom in Israel are BellSouth affiliated properties that use Nortel Networks' wireless solutions. ‘‘Nortel Networks' switching and other network equipment are critical components of our regionwide wired systems,'' said Elton King, BellSouth Telecommunications Group president—network carrier and services. The multibillion dollar agreement is expected to be in place on or before July 31.

To: Jon Koplik who wrote (33227)	6/25/1999 2:14:00 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 152472

Jon, lets take a survey here: how many of us on this thread would be upgrading to Windows vapor 2000? or Office 2000 within the next 12 months? how many of us plans to upgrade our CDMA phones over the next 12 months? I rest my case. Ramsey

To: Jon Koplik who wrote (33227)	6/25/1999 3:07:00 PM
From: LJM	Read Replies (1) \| Respond to of 152472

I concur with your wisdom regarding MSFT. I have owned it since 92 and sold the day before the split. I put all the proceeds into QCOM and UNPH and could not be happier. I just could not swallow the Market Cap of MSFT any longer and I believe the multiple will contract over the next year. The only thing I wonder>>is what MSFT will do with all that CASH? That is the wild card which could make things interesting, but I decided to place my chips elsewhere. LJM