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

To: SJS who wrote (6809)	9/13/2000 1:42:06 PM
From: Bill	Read Replies (1) \| Respond to of 14638

When Roth says "insatiable", he means insatiable. Why is that so hard for WS to understand?

To: SJS who wrote (6809)	9/14/2000 12:14:04 PM
From: Bill	Read Replies (1) \| Respond to of 14638

What kind of demand? siliconinvestor.com The best kind: insatiable!

To: SJS who wrote (6809)	10/25/2000 9:58:01 AM
From: Bill	Read Replies (4) \| Respond to of 14638

<<SEPTEMBER 12th... Roth said on Tuesday the company is "sold out"* of its fiber-optic gear and that sales of $12 billion this year are "possible". >>* The story today isn't earnings, or next quarter's revenues for that matter. Both will probably be fine. The story is Roth's loss of credibility. He pulled a McGinn, talking up revenues only three weeks before quarter-end, and then delivering crap. This morning, UBS Warburg INCREASED earnings forecasts but DECREASED their price target. Reason: Roth.