Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (9652)	2/13/2001 6:00:43 PM
From: Bosco	Read Replies (1) of 14638

Hi Ken - things may be ugly for a while. SCMR has a better earning [beat the Street by 1c] with a YoY revenue increase of 5x, it is still facing a sell off. The interesting thing from the JDSU PR is that it expects to meet the revenue consensus but it may miss the earning number. I am thinking to myself, why? There are many possibilities, of course. 1) it may have to make reserve provision; 2) margin pressire and 3) somehow the Zurich sub productivity is involved. The last 2 may be beneficial to NT. But, I ve to admit it, there is no basis to believe these possibilities resemble the actual facts :) FWIW, I am close to leverage limit, so, NT will no longer be a sacred cow, unfortunately! best, Bosco

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