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To: Tony Viola who wrote (24283)4/10/1999 2:25:00 PM
From: Kenneth E. Phillipps  Respond to of 77397
 
Thank you for your comments on Nortel. Very interesting reading! Your comments offer an interesting contrast to the post on the Nortel thread wherein DLJ says Nortel is the best large cap buy. By the way, Monday's edition of IBD has a chart showing where the Big Money is flowing. The only two telecom equipment stocks on that list are Nortel and Harmonic.

Ken



To: Tony Viola who wrote (24283)4/10/1999 3:25:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 77397
 
G'day, Tony. What's your outlook for the intc earnings report on Tuesday? Some are speculating that the cpq miss indicates a problem in cpu-land, but I read their problem as margin rather than volume (sales) related, so I am guessing Intel will do just fine.

But, if intc underachieves, it will definitely drag all the techs down.

Frank


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