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Technology Stocks : Nortel Networks (NT)
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To: Dave Gore who wrote (7722)10/26/2000 12:02:17 PM
From: Ian@SI  Read Replies (1) of 14638
 
I just don't see much downside from here on NT unless management guides downward again in a few weeks

Given that we're one month into the Q; and that NT's lead time tends to take up the rest of the Q excluding the Xmas period, I would suspect the likelihood of any downward revision is real close to zero.

The street doesn't believe that - my guess is that they think there's still an inventory buildup at NT's customers.
If that's the case, then we may not see much recovery until NT issues its next report; or gives some strong upward guidance.
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