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

To: telecomguy who wrote (9954)	2/19/2001 11:10:15 AM
From: Kenneth E. Phillipps	Respond to of 14638

Telecomguy, I agree 100% with your post. Several months ago, I posted that demand must be effective demand - that is, backed up by revenues. Yes, the carriers want bandwidth to transport data but they have not figured out how to charge for transporting data. The answer is unique and differentiated services for which the carriers and providers can charge a premium. Consumers and businesses will have to get used to paying for those services. Right now, everything is free.

To: telecomguy who wrote (9954)	2/19/2001 12:30:15 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi tg - NT is probably ok LT. Everyone is hurting. The industry will come back. Unfortunately, I was highly leveraged in NT, a double whammy. The question is, what kind of shape of NT recovery, V, U, or L. My guess is that the 2nd. I can't afford to have dead money in my battered portfolio. Therefore, I am likely to sell the rest of my NT tomorrow. best, Bosco