Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: telecomguy who wrote (7766)	10/26/2000 11:39:15 PM
From: zbyslaw owczarczyk	Read Replies (2) of 14638

Today after JDSU report i see the flood of negative articles from different sources like TheStreet.com about tech still going down, capex effecting vendors sooner or later( soon they start to talk about slowdown 5 years from now, so why buy today ). Sounds like some did not cover yet...., What they forget to mention is that when WCOM is forecasting 9 billion capex for 2001 just slightly below 2000, they are going to shift lots of $ from circuit switching to optics and packet technology. In consequence companies with right products are going to grow, where other will experience nightmare (Lucent). There is lots of talk about Williams. Well they said that previously expected capex for next two years will go down from 5.8 tp 5.6 billion. Just 4% less is even impossible to predict. One carrier is going to spend a lot other less, but overall demand is growing. How accurate were prediction of some bears(Lehman Brothers) about JDSU before 4pm today? How accurate was P.Sagawa about LU ( he was very positive), and about NT or JDSU( not exited)year or two ago? Zbyslaw

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