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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: lightwave51 who wrote (33720)	10/24/2000 8:11:13 PM
From: mtnlady	Read Replies (4) of 54805

Just got back in for a few minutes (then running out again) so trying to digest any 'new' news. My first impressions are: a) I don't call a 90% rise in sales "lagging". What we see is a company in a huge tornado running like crazy to keep up. Nothing 'scares' me about NT's earnings - except the markets reaction. In short any perceived short fall - real or perceived is really sending this market into a tail spin. I don't know of NT guiding even higher than this. Roth guided the analysts up a few weeks ago and Nortel is still sticking with his future estimates. b) As far as "losing money" we have talked about the "pooling" method versus the method Norte/JDSU and others use enough for this to be a non issue. The press is, obviously, head hunting right now and looking for headlines. A scary market to be in for sure! So far my primary concerns have nothing to do with NT but with the market in general.

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