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

To: Techplayer who wrote (4914)	2/25/2000 9:35:00 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Brian - your argument is reasonable except maybe the premise of a static base. The reason of an increase in suppliers [startups as well as ramp up of capacity by existing cos like NT and LU] is because an increase of demand [find me a startup doing buggy whip!] So I cannot see your premise "The fact is that NT has had 92% of the 192 business. there is a 0% chance of that continuing with a competitive product." is a valid one, let alone a strong one. Actually, "LU will get its' [sic] deals" is an assertion. I'll bet even Mr McGinn will not dare to say such a thing. This is not b/c Mr McGinn is not a supremely capable person. Rather, who wants to give ammo to the ambulance chaser. Anyway, this is really academic. As telecomguy always says [or to that effect] "time will tell." best, B