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To: Boplicity who wrote (10284)	2/15/2001 10:52:21 PM
From: pbull	Read Replies (1) \| Respond to of 13572

NT: Isn't that the one the insiders made so much noise about when they bought the dip in the low '40s? I realize not everything in the stock market has to make sense, but NT and LU and CSCO, no matter how you slice it, are sizeable users of semis, and yet the semi stocks are going up. Conclusion: It's just a goofy market, other players are making serious inroads into the aforementioned companies' businesses, or demand has just flat dried up and the semis are being taken higher because their charts look good. Too early to tell for sure, but my hunch is that competitors are taking market share in an increasingly competitive environment.

To: Boplicity who wrote (10284)	2/15/2001 11:02:25 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 13572

I don't thinK NT's fiasco is as bad as you think because of CIEN's good show. to my friends on this thread, there are only three stocks left (from my 2000 porfolio of 15) that I believe in anymore-- 1. CIEN 2. EMC 3. JDSU Never again will I fool with the likes of RIMM, PWER, CMGI, ADBE, ELON, CTXS, INSP, MU, and (obviously, since it has gone bankrupt) LHSP. All were good stories, but only stories. Foturnately, I bailed on all of them early (except CTXS) I still think SUNW can come back, MAYBE RIMM, but not enough to buy THEM.

To: Boplicity who wrote (10284)	2/15/2001 11:52:05 PM
From: Walkingshadow	Read Replies (1) \| Respond to of 13572

Greg, I view NT as sort of an "old world" company, about as in tune with things as AT&T (well, okay---not that extreme). So, I would expect fairly limited and temporary collateral damage, by the same reasoning that a forward warning by AT&T would hardly cause a ripple among the vast majority of the NDX 100 companies. They are different companies in different worlds. I suspect there will be a big gap down in NT at the open, with temporary collateral damage extending into the $SOX. Given the recent strength in the $SOX and the money flowing in there, I'd say that this might well simply provide good entries into the companies in that sector, and the sector (and $COMPX in general) will continue to rally and simply shake off NT's bad news fairly easily. In other words, greed will overcome fear, and any sort of bargain prices in the $SOX and opticals will not be a sell signal, but will instead be pounced on. And I think it ought to be kept in mind that there is a very important counterbalance to NT's woes, and that is CIEN. Partly because of this, I'd also anticipate (again for the same reasons as above) that the optical networking sector will suffer little lasting collateral damage, and will instead likely rally. An increasingly optimistic market will tend to shrug off bad news, and focus on good. And the benefactors of NT's bad fortune will, I think, be perceived to be CIEN, SCMR, and the rest. That said, all these issues will one day come back to haunt this market, unless there's dramatic improvement in fundamental economics. JMVHO....... WS