Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (11667)	12/1/1999 2:33:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Everything depends on the starting point, but if you go back a year the real winner has been the third member of the troika, Nortel Networks. This was a vastly under rated company compared to LU, at least until recently. I agree that neither NT or Lu are gorillas, so I don't talk about them on this thread. NT dominates SONET so should do well for the next couple of years, but the enthusiasm for SONET should show a rapid decline after that, so I'm watching for an exit closely.