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

To: Kenneth E. Phillipps who wrote (7023)	9/27/2000 5:49:55 PM
From: The Phoenix	Respond to of 14638

I see mergers... too many companies with too little resources trying to architect similar networks to gain a competitive advantage in next generation networks. It would be easier to partner with a competitor - pool resources to get to the holy land. I see more mergers...but then... there's that pesky HSR thingy..

To: Kenneth E. Phillipps who wrote (7023)	9/27/2000 6:15:22 PM
From: zbyslaw owczarczyk	Respond to of 14638

Kenneth, Mr. Sagawa did not see for more then year how LU is loosing in optical space, and was very supportive to LU after January 2000 . How come he claims to be such an expert in optical space? Zbyslaw

To: Kenneth E. Phillipps who wrote (7023)	9/27/2000 6:38:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 14638

Sagawa's original article.... by: stock_smith (39/M/Winners Circle) ( Kenneth, if this is true then P. Sagawa is negative on others to push Lucent) 9/27/00 6:31 pm Msg: 51779 of 51779 Paul Sagawa, Sanford C. Bernstein Author Dwivedi Report Source Paul Sagawa (Added 8/17/2000 6:57:25 AM)Categories: Sector Reports, Stock Picks, Stocks To Watch Email link to this Article Paul Sagawa, Sanford C. Bernstein: CSCO, NT, LU, MOT, NOK Paul Sagawa of Sanford C. Bernstein comments on the telecom equipment stocks: -Earnings look good for the rest of the year -However, after 2 quarters of strong earnings, he expects deceleration in earnings momentum -Fall rally in these stocks due to strong earnings, followed by profit taking -Short term buys: CSCO, NT CSCO: acceleration of top line growth and consistency of performance over the past few years; slowdown in year over year growth and any indication of co eating into its backlog may suggest a time to take profits -Long term buys: LU, MOT, NOK: fundamentally solid, good products, reasonable valuation, and potential earnings surprise

To: Kenneth E. Phillipps who wrote (7023)	9/27/2000 10:54:36 PM
From: jack bittner	Read Replies (1) \| Respond to of 14638

if industry revenue is growing at only 10 to 13% while nt's revenue is growing at 30-40%, our boys are going to eat everyone's lunch. long and quaking