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Technology Stocks : Nortel Networks (NT)

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To: bambs who wrote (8601)11/16/2000 10:21:57 PM
From: zbyslaw owczarczyk  Read Replies (1) of 14638
 
you wake up, NT gave the same guidance as they did in July,
CSCO and ALA has increased.
ADI which plays telecom sector increased revenue forecast to 50%.
JDSU increasd forecast too.
INTC did the same with telecom business two weeks ago
Sprint incrased capex by 20%+
every major telcos is signaling significant increase in investment in next gen networks, and todat Bell South
clearly stated where money are going.
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