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

To: Bill who wrote (6810)	9/13/2000 1:59:44 PM
From: SJS	Read Replies (2) \| Respond to of 14638

It's clear that guidance from the chip and optical companies in the earnings season will be very important. Might you think that after all this expansion of capacity and people, some folks are looking so far down the line that they see it cooling off? You see that beginning to happen in the chip segment, and now you see announcments of new companies going into optics: KOPN started a new optics division, BRCM and AMCC and PMCS are all looking to optics for growth. There is still the discussion on fiber glut, etc. Interesting questions.