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

To: Kenneth E. Phillipps who wrote (4040)	12/27/1999 3:53:00 PM
From: Bosco	Respond to of 14638

Window dressing is definitely a factor, but it is also a flight to quality. Considering the froth in the internet sector, especially the B2C segment, NT has a great expansion at least 2 or 3 years down the road for her existing core businesses. Considering Mr Roth's aggressiveness in moving into other somewhat related area, like ASP [Appl Svs Provider,] Clarify, PRISM etc, she is not the old POTS anymore best, Bosco

To: Kenneth E. Phillipps who wrote (4040)	12/27/1999 4:09:00 PM
From: t2	Read Replies (1) \| Respond to of 14638

Kenneth, NT going from "value" to "growth" according to Bob Pissani on CNBC. I think that related to S and P rebalancing. Now we have our answer since growth is more popular than value. Wait a minute! NT a value stock??? Now we have our second reason for the move up. It should have been a growth stock to begin with. I think people are realizing that NT is a very well positioned company going forward. Some former Lucent investors may be buying or at least diversifying a little.