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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (9847)	2/16/2001 1:55:28 PM
From: William Hunt	Read Replies (1) of 14638

Kenneth--I think the analysts ( and us )are trying to find out why you would announce a 25% shortfall in revenue . It seems that no one wants to believed that demand for NT products have dropped dramatically . I also own TXN and the same issue pop up in December ---not supply but demand for semiconductors dropped off rather fast . I can believed that Ciena has leapfrog NT on a temporary basis in the optical area in their niche ( to be expected ) . The real answer to that is that NT has a plan to respond and it is under way ( 40GB and 80GB ) optical equipment . The real depressing issue is that Greenspan does not get it . He said before Congress that their was a recession only in 15% of the economy ---the other 85% was fine ( Mainly service ---low pay jobs ) . If you look at NT they sell to Telecom providers who in turn sell their services to to the whole economy ( not just one sector ) . If they are not seeing the demand and not making money since they are normaly perceived as a productivity increase service then the economy is headed south . I really cannot understand how the FED cannot see this BEST WISHES BILL LONG NT

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