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

To: Kenneth E. Phillipps who wrote (6737)	9/8/2000 9:15:20 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

It is possible that a lot of people knew about the negative article in the WSJ and this explains the sharp price decline yesterday afternoon. Apparently Cramer thinks so. messages.yahoo.com

To: Kenneth E. Phillipps who wrote (6737)	9/8/2000 9:21:55 AM
From: Boplicity	Read Replies (1) \| Respond to of 14638

Old news and full of conjecture at best. If course you are going to have some shacking out, too many people changing the brass ring, but the need for bandwidth is so large that any buyer of the equipment that gets into trouble will be quickly snapped up. Greg

To: Kenneth E. Phillipps who wrote (6737)	9/8/2000 5:40:26 PM
From: zbyslaw owczarczyk	Respond to of 14638

Kenneth, re: negative report I guess we have to trust equipment vendors comments...., who are guided by customers, rather then analyst/s who try to bring prices lower, so managers who returned from vacation can buy at lower level. Regards Zbyslaw

To: Kenneth E. Phillipps who wrote (6737)	9/9/2000 12:59:30 AM
From: Warren Gates	Read Replies (1) \| Respond to of 14638

Telecom service companies sure are beat up these days. But doesn't mean they're not making money. ATT alone nets close to $5 billion a quarter. That is after accounting for the capital expenditures. What this WSJ guys need to do is add all the money being made by the telecom service companies and then add all the revenues of the telecom equipment guys. Simple math. Telecom service companies need to spend or somebody else will. There's so much demand that even Lucent is getting some of the business their way. Once Lucent STOPS getting business, then that's when the yellow flag should be raised.