Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Clay Takaya who wrote (10445)	3/28/2001 7:39:51 PM
From: John Soileau	Read Replies (3) of 14638

<<Sanford C. Bernstein analyst Paul Sagawa cut his 2001 earnings estimate to naught from 69 cents per share.>> Hey, many in this business would LOVE to have 2001 earnings of "naught"! << Particularly alarming is his prediction that meaningful reaccelleration of telecom capex is not going to resume until late 2002.>> He hasn't been right in the past, why assume he starts now? I want huge amounts of very fast data NOW at home and on my cellphone. I don't want to wait until 2003 or so. There are what, 300 million or more of me that want the same thing NOW. What are the odds that infrastructure capex just sits still till then? And if it does, how will the LU and NT order book look in 2003? John

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