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

To: telecomguy who wrote (12176)	1/2/2002 12:29:25 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

By the way, here is where i've put my money in for the past year and have HELD the whole time....and expect to hold it for the duration of 2002 unless it triples or something ridiculous. LSI, MCHP, IRF, EXFO, STLW, HGSI, MLNM, PDLI, CGEN, CWP, CORV, MONI. LSI, MCHP, IRF, STLW, CWP are my big bets ($50K or higher per stock comprising 70% of my portfolio, HGSI, MLNM, PDLI, CGEN are secondary investments...roughly around 25%) and the remaining 5% of my portfolio went into the two speculative plays CORVIS (due to their all-optical technology, high cash balance and the fact that in worst case scenario, they will likely get taken out) and Marconi (because i am "hoping" that this fish is simply too big for the banks/UK gov't to allow to die or fall into the foreign hands). I suspect the CHIP sector will lead the recovery, followed by the networking Carriers who in turn will be followed by the equipment vendors. Biotech is a speculative play but one that is definitely real. Expect more takeovers & another bubble possibly in 2002.... CWP (Cable & Wireless) is a very intersting situation...huge cash balance that has been used to buy up two leading web-hosting companies (Digital Island & Exodus) as well as converting their world-wide (truely world-wide) network into IP based...sold off some of their key regional PTT business for very large sums of money at the peak of the telecom bubble...yet the market is valuing the entire company near it's cash value betting that C&W mgmt is persuing a wrong strategy by dumping voice to go after global data traffic business. I am still a big believer in IP/data business since this is where the real growth is compared to basic POTS voice/fax. C&W is positioning itself to be one of the largest world-wide Carrier's Carrier using the latest IP protocol and has the reach to provide true end-to-end global networking capability without constantly handing off to other international carriers. If you believe that the future is (1) global networking, (2) data intensive traffic , (3) application driven....(digex, exodus), then C&W might be a safe but highly lucrative long-term investment. They also pay high dividends although this might stop in the future if they cannot execute their transformation from all-voice to all-data carrier profitably. I have over 10,000 shares in C&W alone....

To: telecomguy who wrote (12176)	1/2/2002 1:06:01 PM
From: t2	Respond to of 14638

Any idea on how cable internet access plays into the spending for equipment. More and more people want the high speed connections and cable seems to be the choice of consumers up to this point. Cable not into business internet access is my understanding. The connections for cable between cities and within still must be optical is my guess (never really looked into this before). They seem to have the advantage of having a line to most homes. How does this play into the telecom equipment spending? If anyone has any ideas, I would appreciate comments. Of course there is still 3G out there on the horizon and promises to offer high speed internet as well. NT is going to play into that market; just curious about cable. thanks.