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

To: Cosmo Daisey who wrote (13481)	11/25/2002 1:24:02 PM
From: FNS	Respond to of 14638

Cosmos, thx. RE: but by that time the stock price will probably be $8.0 - Then LU will probably be $8.0+ ! Nt has some big tax writeoffs which may be helping, also! fns

To: Cosmo Daisey who wrote (13481)	11/25/2002 1:42:02 PM
From: Kevin Rose	Read Replies (1) \| Respond to of 14638

Before last quarter, I think you were right on the LU/NT ordering. But, since last quarter, NT has regained the upper hand in 'investment favor' over LU. Last quarter's LU disaster, if repeated, could spell real liquidity crisis. Of course, NT could stumble as bad as LU did, but with better products and much higher margins, it is being seen as one of the survivors. More and more talk of LU ending up in a merger.