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

To: jack bittner who wrote (7679)	10/25/2000 11:00:45 PM
From: Z268	Read Replies (1) \| Respond to of 14638

Jack, re bambs. It would seem to me that bambs only see things in pure black and white (or is that all black?), so your words (or anyone else's), however true, convincing or otherwise are completely wasted. It's like talking to one of those old wind-up toys. Steve

To: jack bittner who wrote (7679)	10/25/2000 11:05:18 PM
From: Ian@SI	Respond to of 14638

Comments by Jean Monty in BCE Earnings Conference Call. Near the end of the Q&A in today's call, Jean was asked about CapEx for the network. He replied that they're seeing more than 80% growth; he doesn't see it ending any time soon; and that their capital spending won't be cut back. He further commented that he couldn't relate to what was happening in the stock market today; nor could he relate to telcos cutting back on their capital spending. Interesting!

To: jack bittner who wrote (7679)	10/26/2000 5:30:04 PM
From: y2kate	Respond to of 14638

Hi Jack, How do you identify a block trade? Where might I read more about Carlyle's great man theory? I would love to know the answers to all the questions you pose. If you have the time/inclination, I'm sure many of us could benefit from your wisdom. Thanks for a great post. -Kate p.s. I know of a great store that sells wind-up toys here in L.A- it's called the Wound and Wound toy company- website www.woundandwound.com.

To: jack bittner who wrote (7679)	10/27/2000 12:58:04 AM
From: Andy Thomas	Read Replies (1) \| Respond to of 14638

according to my calculations, the p/b is around 5.7. this is low by the market's standards but high by my standards. there is no dividend either. i like stocks with p/b ratios of 1 or less which pay a dividend. in my opinion, outside of reits these are few and far between in today's market. a lot of nt's assets appear to be long and short-term securities as well. it appears there aren't a lot of fixed assets there. is this the 'new economy,' or 'ho ho ho?' andy