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To: abuelita who wrote (21453)	6/4/2000 4:24:00 PM
From: uel_Dave	Respond to of 35685

Hi Rose, I expect a big week with JDSU and NT presenting at Supercomm starting today in Atlanta. supercomm2000.com nortelnetworks.com NT must be compared to LU and CSCO. NT is the leader in Optical and continues to grow at extremely fast run rates. NT has bought several optical companies and has a large lead on LU the closest competitor. In my option, NT is undervalued. NT has a complete unified network with enterprise, wireless, access and etc. LU is breaking their company up. Using OC-192 between with storage companies like EMC will eliminate the routers in the future. In respect to Qtera and Siemens. NT / Qtera have not infringed on any patents. NT / Qtera have received a contract from Qwest last month of several hundreds of millions of dollars. Qtera was cheap for NT, and ahead of the competition. nortelnetworks.com Nortel just passed its 50 day MA on Friday. JDSU on Thursday. Look for some big runs on these companies to take out their 52 week high soon. With all the great news and with the BCE spin off, look for more acquisitions from NT during the upcoming weeks. In summary, NT is undervalued and still a great buy. David