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

To: telecomguy who wrote (9130)	12/27/2000 12:09:10 PM
From: Bosco	Respond to of 14638

Hi tg - yes, I share much of your sentiment. I do think the picture will be clearer once we get into 2001. I m all tap out in my stk portfolio --- although I ve been beginning to add to my mutual fund hldgs --- so I can only trade one stk for another. Thus far, I m hanging on every shr of my NT though. I am actually trying to pick up some selective dot-bombs. I continue to think netcentric technology related companies will pay big dividend if they don't screw up big. Even if NT stumbled, it would bounce back. However, I see the present weakness is due to weak sector. I mean, like it or not, with CSCO and JDSU down, NT will be mispriced just the same. OTOH, at this point, with NT behaving like an aggressive startup, and with the kind of project she is executing, it is hard to imagine anyone can unseat her optical lead that easily. If she can garner 25% of the 3G mkt, which is Roth's goal, she will prevail. To say the least, I feel better to see when insiders continue to buy in the open mkt best, Bosco