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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 10 4:00 PM EST

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To: Stephen who wrote (61378)	10/24/2000 10:48:35 PM
From: Sector Investor	Read Replies (1) of 99985

<<Personally I'm not sure about the optics>> <<NT's miss of 90% growth which is no increase on last year and down from 180% last qtr they blame on a number of things ... inventory build-up, lack of installation personel, amongst others. But it was a big miss>> Total growth, yes. But not optical growth. Here is a Conference call synopsis. "90% optical growth , 120% for 9 mos." "Optical revenue will exceed $10billion representing 135 to 145% growth y/y." You know, NT does more than just optical. You have to look at the whole picture. Message 14652603

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