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


To: Matt Quigley who wrote (1140)9/30/1998 11:02:00 PM
From: ASB  Read Replies (2) | Respond to of 14638
 
NT is definitely undervalued in today's price range based on
PSR and PE. It can only go up from here, IMO. It may go up to
mid 30s until the earnings release.

To put things into perspective, their traditional PBX switches are seeing weaker demand and to make the matter worse, Lucent may be gaining market share in the business.
Nortel's strength lies in data communication and
broadband systems. If they can truly integrate Bay's expertise
into carrier-class switches, they can lead the pack.
In the meanwhile, I hope Bay keeps making progress with Accelar
and 450s and encroaches on Cisco's turf.

At any rate, the world needs more than Lucent, Erisson, and Nokia for its communication needs.



To: Matt Quigley who wrote (1140)10/1/1998 7:22:00 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 14638
 
Read my post - I wasn't "crying about my losses". All I was doing was saying IMHO it is EXTREMELY unlikely that NT will go up over 200% in a little over 30 business days. The same can be said for just about every stock, even MSFT, DELL, YHOO, AMZN.



To: Matt Quigley who wrote (1140)10/1/1998 4:14:00 PM
From: Bong Lewis  Read Replies (1) | Respond to of 14638
 
"Everyone hates Notel on this thread" not me, especially at
this level. I have lost a few $ but it is not a big deal.
I will buy some more when the knife is landed. THis market can't
scare me. I will buy CISCO next.