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Technology Stocks : Nortel Networks (NT)

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To: OWN STOCK who wrote (10467)3/30/2001 8:14:22 PM
From: gbh  Read Replies (2) of 14638
 
Own, a three year deal worth $165M. Let see, on a straight rollout schedule, that's about $18M/quarter. So... about 400 more deals just like that one and they can beat their rev targets.

In any event, I think Suria is quite un-original in his "poor visibility" analysis. Anyone who listens to Roth himself gets the same line.

btw, i'm not short the stock. never have been. not for even 1 millisecond.

I'm just trying to get handle on the current situation and trying to figure out how long it might last.
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