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Technology Stocks : Nortel Networks (NT)

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To: Liatris Spicata who wrote (5128)3/24/2000 9:40:00 AM
From: Bill  Read Replies (1) of 14638
 
Whoa, whoa, Larry, this just jumped off the page:

"Products less than one year old represented 44% of NT's sales in the recent 4Q.

I hadn't heard that or read that before. Think about it. That amounts to $3 billion in sales of brand new products in a single quarter!

What does it tell us? That NT has great new products? That they're in great new markets? That slow legacy migration is a myth? That buyers are junking the old stuff faster than anybody thought? That NT revenue growth will be faster than we all thought?

Comments anyone.
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