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

To: RetiredNow who wrote (11090)	7/14/2001 1:02:02 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 14638

Hi mindmeld - yes, it's been a while, hasn't it. I'm much less bearish now than I was this time last year, and you seem to tempered your bullishness... more alignment in our opinions. Now watching carefully because I still think there's danger potential to the downside but it's not as obvious as it was this time last year. Your view of a range-bound tech market is fairly consistent with mine. I also see downward tendencies across the board, so still acting to preserve capital. Comparatively, I see CSCO is financially more sound as a business, but NT priced closer to fundamental value. So I think there's more upside (or, less downside) for NT than CSCO IMHO. But NT holders may have to be very very very patient. John.