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

To: Ian@SI who wrote (10180)	3/7/2001 12:42:13 PM
From: Scripts	Respond to of 14638

Tell us what you really think (.). Fact remains he called NT's drop months in advance and has gone on record for a U$10 drop for Oracle. I thought so little of him that I forgot his name and now I wished I'd paid a lot more attention about 75% ago. We will see if he can do it again both with NT and Oracle.

To: Ian@SI who wrote (10180)	3/7/2001 12:59:56 PM
From: Bosco	Read Replies (2) \| Respond to of 14638

Hi Ian - knowing me, I hope you won't take this as an offense, b/c it is not. Attacking the messenger really won't help to see if NT is a lion or a lamb. I think we ve learned the lesson with Mr Sagawa. I mean, this guy, like Sagawa, is just one voice. Instead of calling him names, which really sidetracks the object of discussion, it will help to dissect his rationale. For example, IMHO, you did the right thing by arguing against his valuation metric. If I understand you right, you think his use of historical support [in terms of p/s] is wrong b/c the old NT is apple and the new NT is orange. And I tend to agree. But when you give this person colorful names <g>, the discussion becomes this person and not NT. Just my take of the situation best, Bosco