SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nortel Networks (NT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: zbyslaw owczarczyk who wrote (10454)3/28/2001 11:03:18 PM
From: WiseGuy  Read Replies (2) of 14638
 
zbyslaw, that is the most positive news I've read in a long time. What this could tell us is that because of the slowing economy (and maybe all the hooplahs the analysts have created surrounding cap ex), carriers might have been holding back their spending. (I wonder if things would not have been this bad if all these analysts have not pushed these stocks down). This tells us that it is not that they are not spending, but they are just holding off spending. Other reasons might be that budgets for the year took longer to develop because of the uncertain environment. In addition Q1 is typically the weakest seasonal quarter for majority of companies following a usually strong seasonal Q4. So, the weakness we have witnessed might be in part due to seasonality.

Also, I'm hearing that other carriers like WCOM and Verizon re-affirming their cap ex. We should at least see stability at long last!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News