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Technology Stocks : Nortel Networks (NT)
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To: b_spiral who wrote (9349)1/19/2001 1:32:25 PM
From: telecomguy  Read Replies (1) of 14638
 
I wonder where he got that information? It seems to imply some sort of channel stuffing....which is a pretty serious allegation.

It's also entirely possible that NT mgmt may have held back on some mega projects in terms of revenue recognition to save it for the next quarter.

The point is, such information is very difficult to get and is usually based on anecdotal and hearsay information.

For Sagawa to make that kind of subjective, vague innuendo that NT was stuffing the equipment into the channel and customer's network to achieve the numbers this past qtr is highly irresponsible UNLESS he has specific evidence from NT's customer claiming that they were pressured by NT to take equipment deployment ahead of schedule.

I bet Sagawa cannot come up with examples as such!
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