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Technology Stocks : Nortel Networks (NT)
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To: Bosco who wrote (7749)10/26/2000 10:58:56 PM
From: telecomguy  Read Replies (1) of 14638
 
E-Bill, CSCO (for the hundredth time!) is primarily in a different business.

CSCO has hundreds of thousands of customers buying $20,000 boxes. It's next to impossible to slip up on revenue forecast because the numbers are generated daily by thousands of shipments each representing fractional amount of total revenue for the quarter.

NT on the other hand are project managing BILLION dollar contracts....that's right BILLION.
That means they have few customers that influence their bookings & revenues & ability to install. If a few large NT customer decides to delay installs that was originally fully planned out, this has a HUGE impact on NT's numbers.

IF people understand the nature of the difference between the two companies they wouldn't continuously make incorrect comparisons......
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