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

To: The Phoenix who wrote (9281)	1/16/2001 10:01:49 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

I am here, waiting for the Q report like everyone else. By the way, let's not get so psyched out by these analysts predicting slowdown for a qtr or two. I mean even if they are right, they are all saying the telecom & the tech sector will rebound in the second half. What is a half year in the life of a long-term investment? Not much I would say. The networks are going through large upgrade come hell or whatever, AND there are going to be further de-regulation AND there are going to be tremendous productivity gains and amazing "network effects" as the world gets wired up through the ubiquitous Internet. All we need to know is that NT is in it for the LONG HAUL and they will be right there along with CSCO and perhaps LU/ALA/ERICY of this world to build the world the necessary capacity and POPS to truely take the human civilization to the 'next level'. Yes, I know it sounds a bit high falutin' but that really is the opportunity for NT and even if there is some rockiness (and there will be more) in the short term, NT will be a FINE investment in the LONG term as long as you guys are not margined and forced to sell. NT is NOT one of the investments I worry about no matter WHAT Sagawa or other analysts say...after all those guys are all measured qtr to qtr so they HAVE to be paranoid about the short-term. I don't so I ignore what they have to say qtr to qtr and look more at how NT is doing market share wise because in the long-term, market share and innovation is the LEADING INDICATOR of NT's share price forecast, not the investment house outlook.