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Technology Stocks : Nortel Networks (NT)
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To: zbyslaw owczarczyk who wrote (7767)10/27/2000 12:34:56 AM
From: Red Dragon   of 14638
 
I agree. Even though overall telecom capex spending may go down, spending on optics (which represents a relatively small segment of overall telecom spending) will probably still grow at a healthy rate.

This could help explain why JDSU and SDLI continue to project strong growth, despite projections of overall decreased telecom expenditures.

The only thing that doesn't fit with this scenario is the weakness in NT and LU. Perhaps everyone else is taking market share from the Big Two. That's certainly the case with Lucent. Nortel's weakness is much more troubling to explain.
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