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

To: Paul Lee who wrote (7077)	9/28/2000 12:49:27 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

Sagawa wrote that Nortel's 40 percent plus revenue growth will decelerate to less than 30 percent in 2001, and its stronghold optical business is unlikely to be spared. Roth disagrees and will say so in their conference report at the end of this quarter. Last quarter, I heard Roth predict that present growth rates will continue through 2001. NT would not be spending huge amounts of money to ramp up production of optics capacity if growth rates were slowing. Roth understands where the market is going and Sagawa does not understand and never has understood. In my opinion, this is a great opportunity.