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


To: Paul Fine who wrote (2261)3/18/1999 11:37:00 PM
From: Cruiser  Respond to of 14638
 
Paul - Obviously that analyst has no idea what he is talking about ... how could he possibly know more than the infinite wisdom of the people on the SI and Yahoo threads. No way. I think that Polycrystaline has way more credibility than any wall street analyst.

I am going to ignore that report and pretend I never read it. Shame on you for posting such heresy on this thread! If I wanted to get depressed I would be hanging out at the Cabletron thread.

Cruiser :-)



To: Paul Fine who wrote (2261)3/19/1999 12:37:00 AM
From: Tim Luke  Respond to of 14638
 



To: Paul Fine who wrote (2261)3/19/1999 8:58:00 AM
From: Bosco  Read Replies (1) | Respond to of 14638
 
G'day all - hello, Paul, always glad to know you are keeping vigilance. It is an interesting report. From the short term analytical perspective, presumbly Mr Luke is the expert. The question is on the valuation side of things. Evidently, LEH is determined to keep NT multiples not only to its peers but also to S&P500, even though it admits NT is a value play amidst the growth sector.

Speaking of LEH, I got tripped by its ratings only last week when it downgraded PCS. Silly me, I thought that would draw a blow to the stock momentum and thus I sold my small position. The next day the stock broke out big on the upside, !@#$%

best, Bosco