Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kenneth E. Phillipps who wrote (7080)	9/28/2000 1:01:48 PM
From: Bill	Read Replies (1) \| Respond to of 14638

Exactly right, Ken. Sagawa obviously has a fundamental difference of opinion with John Roth, who has guided growth UP the last two quarters. Sagawa's statement that NT's growth will slow to under 30% next year is a direct contradiction of the company's CEO. Whom do you believe?

To: Kenneth E. Phillipps who wrote (7080)	9/28/2000 7:26:24 PM
From: zbyslaw owczarczyk	Respond to of 14638

Sagawa outdated research is nothing new, beside negative bias to NT and positive to LU as usual. He was predicting slowdown in NT growth in 2-nd half of 2000, did not happened. Now he is back again. He missed NT and was wrong on LU over the last year. What kind of credibility he has? How come he can predict 0.02 less in eps?(LOL). Of course he forgot to mention, that optical spending, IP/ATM and fixed wireless like LMDS will take money from old technology and that LU will be a major causality. Put LU and NT performance for the last 18 months and you will get Sagawa track record. He was positive on LU. Zbyslaw