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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (5016)3/9/2000 3:42:00 PM
From: Foo Bar  Read Replies (1) of 14638
 
Not that I question the huge potential of this market, I am just curious how they'd spend 100B on equipment cost for the next three years while their current revenue is around 36B, let alone the operation cost associated with the 100B purchase will be much larger. The current Telco operation model is 30/70 - 30% on equipment cost and 70% on operation cost.
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