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

To: russet who wrote (7720)	10/26/2000 11:40:52 AM
From: Robert	Respond to of 14638

Roth has executed flawlessly. Those of us worried about valuations - and that is all this is - are now getting a chance to buy at reasonable levels....I plan to wait another week or so, or jump in if the downtrend gets insane. Robert

To: russet who wrote (7720)	10/26/2000 11:49:15 AM
From: The Band Leader	Respond to of 14638

Convergence is dead. Long live convergence. Maybe it's not NT's numbers, but the T announcement that really put the kaibash on this puppy. I know NT does not derive a large part of revenues from T, but investors have been buying into the notion that convergence of telephony, data, and entertainment such as video-on-demand would increase demand for fat pipes and wicked fast switches. T's break-up (breakdown?) is, in a sense, a bet against convergence (what they did, not what they said). Having said that I still think Armstrong is wrong and convergence will continue. NT under 50 was a deal in April, again it was a deal under 50 in June, and it's a deal under 50 now. Just IMHO. Best of luck to all.