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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33726)	10/24/2000 8:29:29 PM
From: mtnlady	Read Replies (1) of 54805

Some interesting NT posts: Note: CC notes 'stolen' from the NT board were LAST quarters earnings. Gal had listened to wrong cc. (see what happens when we are all in a rush!). What NT guided: Message 14651328 Here is the problem: "Nortel's optical network system sales grew 90 percent in the quarter, versus several analysts' expectations of about 120-125 percent." biz.yahoo.com Best synopsis of the issues at play: Message 14652306 My two cents worth. Roth bumped up the estimates from 10 to 12 billion (a couple of weeks ago) and then decided it was best to stick with a very conservative estimate going forward. This cost them. The rest is 'mis-information' (e.g. NT losing money). I have not had time to REALLY digest everyone's posts on the NT threads to see what exactly happened. What I do know: NT is a excellent long term buy here. JDSU/SDLI and NT are the best fiber optic plays. Only scary part is a) The market, THE MARKET! b) Telco's going through consolidation right now. c) Tornado affects are making it hard for companies to keep up with demand and installations (not too mention forcasting).

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