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Technology Stocks : Nortel Networks (NT)
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To: JDS who wrote (7800)10/27/2000 12:36:34 PM
From: The Phoenix  Read Replies (2) of 14638
 
JDS,

What started as a initial backlash by NT investors (dissing Roth) is now turning into a bit of candy-coating. The fact is Roth was guiding analysts to expect $12B in optical revenues... now he is saying to expect $10B plus a little. This is effectively lowering top line guidance... and that is why we're getting the reaction. The analysts like NT because of their execution in optical so any negative perception there has an unfair impact on perception of the stock. Bottom line 90% growth in optical was below the expectations of analysts which have been guided by Roth to expect 150% YoY growth in the segment.
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