Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: james paterson who wrote (1737)	1/20/1999 1:30:00 PM
From: Bosco	Read Replies (1) of 14638

G'day all - james, my past exp with BAY [and NT hasn't shown any diffderence thus far] is that most "axes" [analysts with influential <and good> track records] know the results at the end of the Q [give or take a week.] So, the inference is that there is no buzzing thus far suggests NT was doing ok. Incidentally, I'd like to believe the recent downgrade by AG Edwards was probably from a technical [stockwise] perspective. Methink a more salient point is how NT responds to any Latam concern at the conference call that morning. I'd be really surprise if not a single analyst brought up the issue. If NT can make a credible case about it, such as its biz in Brazil, hopefully putting forth a worst case scenario and thus discounting any downside totally, then them analysts can see how ridiculous they are pricing NT [Note: let's hope the NT execs can be gentle with these analysts, knocking the latter down doesn't help anyone <g>] best, Bosco

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