Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: The Phoenix who wrote (9408)	1/24/2001 10:38:09 AM
From: Stock Farmer	Read Replies (1) of 14638

I'll try to put it in simple terms. Didn't want to leave you clueless. You were making a very similar point about capital spending by Telcos on other threads. Total growth or decline in spending by a customer is not equal to growth or decline in any given market segment. In NT's books, "Enterprise" = customers. Not "market segment". Allow an obviously contrived example. If NT sold paper clips, it would book stationery revenue from paper clips sold to business under "enterprise" and stationery revenue from paper clips sold to carriers under "carriers". If NT also sold milk, it would similarly book dairy revenue from businesses under "enterprise" and dairy revenue from carriers under "carriers" . If enterprise revenue grows or shrinks, without knowledge of what is happening in the dairy market, we can't extrapolate what is happening to their share of the stationery market from YoY growth in the total. Period. As to Enterprise Market growing by 20-30%... What was the growth in the US GDP? John.

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