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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (7495)10/24/2000 11:36:49 PM
From: RetiredNow  Read Replies (2) of 14638
 
Hey Telecomguy, this revenue shortfall caused by Nortel's lack of visibility into their supply chain highlights why Cisco is valued so high in comparison. This is exactly the type of thing that DOES NOT happen to Cisco because they have visibility into their supply chain.

Once again, I think Nortel is a great company and has the right products at the right time, but this is a serious gaff that I hope they learn from. While everyone continues to beat Cisco down, I will bet you that yet again they come in a penny over and revenues right in line with expectations. Good old boring Cisco. They never disappoint and they keep chugging along. That's why we all don't mind paying the premium.

Now having said that, this is the mother of all buying opportunities for Nortel.
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