Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (9046)	12/13/2000 5:28:23 PM
From: Tom Hughes	Read Replies (1) of 14638

NT has confirmed estimates 5Xs since 10/27 By my count NT has confirmed its 4Q guidance at least five times since October 27th. 8K -- 10/27 8K -- 11/1 UBS Warburg Conference -- 11/13 Investor's conference -- 11/20 CNBC -- I can't recall the date, but I think it was in December. Investors need to decide for themselves who has more credibility, Carlucci and Roth of Nortel (and a host of other executives whose guidance Sagawa is at odds with) or Sagawa who on October 1, 2000 "downgraded Cisco and Nortel to 'market perform,' retained his 'outperform' rating on Lucent, citing the company's relatively cheap valuation and low expectations for the company." On October 2, 2000, LU closed at $31. (For other "on the money statements from Sagawa see Message 14468349 ) TH

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