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

To: KYA27 who wrote (2008)	2/11/1999 8:02:00 PM
From: Stocker	Read Replies (1) \| Respond to of 14638

Guess maybe I should withdraw that "dead money" then!! My NT shares have almost doubled since I got them only a few short months ago. Let's see, maybe I'll buy some shares of an overvalued, near it's top stock instead. Maybe LU. Yahhh!!! After all, they've got hype. That'll get me a lot farther than increased earnings growth expectations and a solid product mix. Plus NTL, they've done their merger....no new news there. How dull. Lu, they've yet to integrate ASND....that should be an extra kicker.....then again maybe NOT .

To: KYA27 who wrote (2008)	2/12/1999 11:56:00 AM
From: mauser96	Respond to of 14638

I suggest that you take a look at LU vs. NT relative strength. NT has shown consistent stronger performance ever since the October lows, also recently. One thing that I have learned from years of investing is that today's media prince (LU)becomes tomorrow's frog at the slightest sign of earnings or revenue problem.The big thing going against LU in the long run is that the miserably small difference between cost of capital and return on capital, only 0.6 percentage points. A real growth company is much higher (for instance MSFT has a gap of 38.7 percentage points) See Fortune Magazine 11/9/98. Read Warren Buffett to learn the importance of this.