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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (3093)	7/28/1999 10:59:00 AM
From: Kenneth E. Phillipps	Respond to of 14638

Mr. Fun - Projected 2000 Revenue and earnings growth rates will change when analysts examine the numbers. Ken

To: Mr.Fun who wrote (3093)	7/28/1999 11:00:00 AM
From: Bosco	Read Replies (2) \| Respond to of 14638

Hi Mr Fun - ok, I can understand your perspective and I like to use PEG as a better gauge to figure "growth companies." Unfortunately, I am kind of number challenged <SG>. In general though, rightly or wrongly so, NT is not treated the same as LU. People trashed NT because it bought BAY; people cheered LU because it bought ASND. So, your preference of LU to NT is actually not uncommon. My guess is that CSCO will always maintain a higher valuation [not as high as now] over LU and NT because of the perception that CSCO is a internut pick and shovel pure play [what a oxymoron <g>!] Here is a question for you <G>. For LU [which I don't know much] do the forward #s include ASND's? And how do you see the loss of Fiorina? TIA Btw, what's stopping LU and NT to merge? best, Bosco