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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (5532)4/26/2000 9:02:00 AM
From: SJS  Respond to of 14638
 
Roth on TV now (9:00 ET) on CNBC!

Optical growth this quarter was over 150%, capacity constrained, parterns helping, too (JDSU gets a big plug from Roth!)

Demand for bandwith are insatiable.

Acquisition: Smaller companys are easier, that's what we've done. Qtera will bring in revenue this year. Xros, next year.

Did NT bite off too much too quickly.....No, smaller units are easier to digest.

PE almost 100? 35% revenue growth, 64% growth in EPS, etc.

Sounded upbeat against the barrage of "hard" questions from the CNBC team.

He did great.

Steve



To: Techplayer who wrote (5532)4/26/2000 9:17:00 AM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 14638
 
Techplayer, John Roth has always been very conservative in his projections. When he says growth of 30 to 35%, we should think 40%.



To: Techplayer who wrote (5532)4/26/2000 10:44:00 AM
From: telecomguy  Read Replies (1) | Respond to of 14638
 
With NT, I doubt I will need too much luck TP as long as Roth doesn't get hit by a truck.


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