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Technology Stocks : Nortel Networks (NT)
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To: zbyslaw owczarczyk who wrote (7778)10/27/2000 9:50:44 AM
From: The Phoenix  Read Replies (1) of 14638
 
ZO,

b/c carrier market will grow much faster.

This was the common wisdom last year (and in fact CSCO got blasted for not having more exposure to the carriers). Now with the slow down (which I think most believe is only in the old cicuit switching businesses) some are suggesting that carrier spending may in fact not out pace enterprise.

Either way - the point of the issue that I think Chambers was making is that - yes, some sectors grow faster than other at times.. but it's best to have a balance over a variety of sectors, products, and geography's. He implied (and I'm not going to get into this one...I'm just stating what I heard from Chambers) that Cisco has this balance and that Cisco's competitors may not be as balanced and are therefore more exposed to sector spending fluctuations.

Hope this helps.

OG
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