Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: peggylynn who wrote (7808)	10/27/2000 3:57:44 PM
From: gbh	Read Replies (3) of 14638

peggylynn, when companies like WCG and GBLX and LVLT say they are reducing cap-ex, it can only mean one thing. These companies have never been big purchasers of legacy voice-only gear. Also, don't misunderstand me. I'm saying "reducing capex". Not eliminating capex. So growth rates down the food chain may simply slow. Not disappear. Problem is, the stocks are priced for accelerating growth, not decelerating growth. Even NT at its current price, imo. BTW, I am recently long NT, but realistic to the plain fact I may be buying more, lower. -- Gary

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