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

To: Paul Shread who wrote (824)	9/18/1998 1:32:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 14638

If Brazil devalues day after their election in first week of October, or imposes capital controls, a debt moratorium etc, NT, LU etc will get really creamed. This is more of a risk than many think.

To: Paul Shread who wrote (824)	9/18/1998 1:38:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 14638

Has anybody sorted out the combined Bay/Nortel short interest? Bay always had a lot more day traders than NT. Often, I saw NT trade less than 200,000 shares. So, one could conclude that more volatity is caused by BAY and perhaps they hold more weight on a TA question despite being a smaller company. Also, with over half the NT position held by Bell Canada, there isn't that much tradable stocks. Is Lucent as pure a telecom play as NT? They have big semiconductor operations amongst other interests. Options expiration. NT will end the day at $40. Just my opinions of which I have many. :) Regards, Mark