SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nortel Networks (NT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Techplayer who wrote (5532)4/26/2000 9:02:00 AM
From: SJS   of 14638
 
Roth on TV now (9:00 ET) on CNBC!

Optical growth this quarter was over 150%, capacity constrained, parterns helping, too (JDSU gets a big plug from Roth!)

Demand for bandwith are insatiable.

Acquisition: Smaller companys are easier, that's what we've done. Qtera will bring in revenue this year. Xros, next year.

Did NT bite off too much too quickly.....No, smaller units are easier to digest.

PE almost 100? 35% revenue growth, 64% growth in EPS, etc.

Sounded upbeat against the barrage of "hard" questions from the CNBC team.

He did great.

Steve
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext