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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (4801)	2/14/2000 11:25:00 AM
From: Paul Fine	Read Replies (1) of 14638

Final Conf Call Summary: Most questions dealt with the actual announcement re Optical mfg expansion. 1. NT did say that this would increase Optical capacity by 30%, and come online late this year. The previous expansion announced last year will be online this summer. 2. Overall NT philosophy is not to build what NT can buy. Therefore, they are not looking at buying suppliers, and in fact would like to see more suppliers enter the market(especially in the Optical arena). 3. No direct references to the state of the overall business this quarter. I tried to get in a question on that area but they ran out of time before my turn came up. 4. The Telllabs patent crossover licensing is intended to generate cash for NT. No dollar amount stated. 5. Since Optical is a higher margin business than the rest of NT, this expansion and the overall growth of Optical is going to help NT going forward. 6. NT's Optical mfg capability would be a $1Billion business all by itself(at retail prices). That is all I have. Anyone else listening to the call should feel free to post their impressions. Paul

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