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Technology Stocks : Nortel Networks (NT)
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To: WiseGuy who wrote (7437)10/24/2000 5:53:50 PM
From: SJS  Read Replies (1) of 14638
 
CC not going super. Stock bid 48 now.

CC' said that NT gear is "fully populated" in most customers. *Hope I heard that correctly.

However, good opps for OC-192 upgrade since the customer is now fully "NTized".

Margin blend go up slightly in Q4. Growth rate goes to 40% plus, which is NT guiding higher.

I think WS is a little surprised, and they don't like surprises. Stuff appears to be OK...but a few surprises on installation, capacity, ramp up in Sept, demand side.

Asking about double-booking, ordering.

Steve

PS: I did not hear 1 comment at all like this: "Congratulations on the quarter".........NOT 1.
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