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Technology Stocks : Nortel Networks (NT)

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To: Jack Jordan who wrote (5369)4/17/2000 5:52:00 PM
From: Kenneth E. Phillipps  Read Replies (2) of 14638
 
Article on the Motley Fool compares Nortel and Cisco. In my opinion, it is a very superficial analysis. I don't know where they got their figure of .10 loss a year ago. They attribute Nortel's better growth entirely to optical which is incorrect. Nortel is outgrowing Lucent in wide area switches and routers according to DellOro. I believe Nortel is also outgrowing Lucent in wireless but I have not seen any figures on that comparison.

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