Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Elroy who wrote (13792)	3/30/2004 11:30:04 PM
From: The Ox	Read Replies (1) of 14638

Maybe I shouldn't have used the adjective "rapidly"? As I understand it, US enterprise business is still coming around but the market place is being built out on an as needed basis (both replacement and "new" builds). US enterprises are currently very cautious with their spending but the amount of spending is moving in the right direction---> up. Global wireless, on the other hand, has continued to improve at a steady pace and this can be verified by going through NT's press releases from the past couple of months and counting the number of "solid" wins. Comparisons to past periods are going to be relatively easy for the next few quarters and this should also aid in the stock's recovery. I'm not saying that business is a strong as the company would like, I just get the impression that the improvements in demand being seen by NT should help keep the tide rising. Not necessarily overnight but throughout the course of this year. Maybe you see it differently and if so, would you care to comment?

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