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Technology Stocks : Nortel Networks (NT)
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To: Clay Takaya who wrote (9758)2/15/2001 8:46:42 PM
From: A.L. Reagan  Read Replies (2) of 14638
 
Clay, I'll agree that it isn't a major component of the Q1 numbers, but that it is a factor looking out for the rest of the year. I'd urge you to parse the comments on carrier spending re: ensuring that every capex dollar brings in revenue this year. While yes, you have Johnnie R. making a statement in the clip to the contrary, but after today are you really making book on his spin?
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