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

To: Mark Oliver who wrote (782)	9/17/1998 2:54:00 PM
From: Paul Shread	Read Replies (2) \| Respond to of 14638

All good questions, Mark, none of which I can answer. Only the earnings report will tell. I would hasten to add that even meeting estimates would cause a huge rally a la January; I would buy immediately if the market responds positively to the earnings report. And I do recall your sale of NT -- you big jerk. ;-) Paul P.S. Actually, I would add that this is starting to smell of the 96-97 fiasco in the networkers: too many players and too high expectations when the market slowed. Another interesting parallel is that the networking market dried up in large part due to consolidation among the ISPs; could the telecom mergers be creating the same conditions?