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Technology Stocks : Nortel Networks (NT)
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To: zbyslaw owczarczyk who wrote (7827)10/28/2000 1:05:34 AM
From: Ian@SI  Read Replies (1) of 14638
 
Z.O.,

In the BCE call, Jean Monty also talked about very strong growth for the IP traffic. >80%. Clearly Bell is unlikely to reduce any capital programs related to fiber.

Lately, I've been hearing the gurus throw out numbers like the Internet infrastructure is only 20% build. So don't expect it to slow any time soon. Perhaps in the US, it's 80% built, in the rest of the world it's less than 20% built.

I don't know, but if that's the case, it would help one better understand LU's and CSCO's relative underperformance within the sector while NT and ALA have been outperforming; and are likely to continue to do so.

Just a thought,
Ian.
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