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

To: Gregory Rasp who wrote (7247)	10/11/2000 7:56:49 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi Greg - yes, I ve been into margin heavily in the past 2 months, thinking turn around was in sight and didn't believe the black Sep/Oct would repeat themselves like clock work. I think I can still withstand a big hit or two. I think LU will be a value stock for a while. Yes, NT is priced for perfection, but she probably will come out ok, as most people here think. If push comes to shove, I will unload other losers to keep [or even buy more] NT best, Bosco

To: Gregory Rasp who wrote (7247)	10/11/2000 10:44:03 AM
From: Ian@SI	Read Replies (1) \| Respond to of 14638

G.R. We're likely to see NT overtake LU in Quarterly Revenues this Q. With Q's revenues coming in somewhere between $10B and 12B, NT's runrate is rapidly approaching $50B whereas LU's is moving back down toward zero. ;^) This is an amazing achievement! Ian. ++++++++++ Five Year Selected Financials History: Fiscal Year Ends on September (in millions) LU 12mos(3) 1999 1998 1997 1996 1995 Revenues 39449.0 38303.0 30147.0 26360.0 15859.0 21413.0 NT Revenues 26529.0 22217.0 17575.0 15449.0 12847.0 10672.0 8874.0