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: Gregory Rasp who wrote (5246)4/3/2000 5:47:00 PM
From: SJS  Read Replies (1) of 14638
 
yes.....I have it.
___________________

Telecom Equipment Wireline Update

Project Positive Q1:00 Earnings Reports and Upbeat Outlook

ú We are forecasting strong Q1:00 earnings reports and an upbeat forward outlook for our coverage universe of Wireline Telecom Equipment Stocks; Reiterate overweight investment view.

ú Strength in results will be broad-based led by optics, packet networking, and broadband access; In general, estimate significant upward revisions to 2000 forecasts following reports.

ú Project these companies will deliver the most meaningful quarterly out-performance and upward revisions relative to the consensus view post reports: SDLI, SCMR, JDSU, ETEK, NXTV.

ú Estimate these companies will deliver moderate quarterly out-performance with the potential for moderate upward revisions relative to the consensus view post reports: NT, ADCT, CACS, CMTO, SFA.

ú We believe LU and TLAB will deliver Q1:00 EPS in line with consensus and forecast limited upward revisions to consensus post reports.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext