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


To: Francois Bedard who wrote (4516)1/27/2000 12:38:00 PM
From: Bosco  Respond to of 14638
 
Hi Francois - well, I don't really agree with myself either :). Indeed, BCE is a great holding company. My point, "RBOC styled" should be viewed in contrast with NT. To say a few good things to begin with, Bell Canada probably generates a lot of cash flow. And indeed, BCE holdings are formidible. However, the sheer weight of Bell Canada, as a percentage of BCE, makes it a great value stock [at least in appearance.] Personally, I actually favor value stocks like BCE, but b/c I ve such a huge position [relative to my portfolio :),] I really don't want to buy any more.

best, Bosco