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

To: Francois Bedard who wrote (4478)	1/27/2000 7:52:00 AM
From: Bosco	Respond to of 14638

G'day all - I actually think mtnlady has a point. It has nothing to do with if Messr Monty is smart or not. Indeed, he is fulfilling his duties in maximizing shareholder values. BCE shareholders are rewarded with the spinoff. However, there are at least three categories of people who are into BCE/NT, namely, growth, value, hedging. For those who buy growth, Bell Canada is a drag. For those who buy value, BCE sans NT is ridiculously cheap. But the hedgers are the tie breaker. It is likely that they like the growth but don't want to pay the growth premium. If BCE and NT disengage, they may choose to sell BCE to lower the cost basis of NT - still a way to buy growth at a discount. best, Bosco

To: Francois Bedard who wrote (4478)	1/27/2000 11:19:00 AM
From: mtnlady	Read Replies (2) \| Respond to of 14638

Well stated Francois. So do I take it you will hold the BCE and possibly sell the NT because you believe BCE's underlying companies (all phone companies? voice, digital, wireless? type of technology they are built around and using?) are of greater value. OK you guys are convincing me (of course I have never studied BCE's underlying companies) that there is value in BCE. I still have not heard any 'vision' that their CEO has for them. AT&T also has a lot of value but I would not invest in them.