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

To: pat mudge who wrote (7439)	10/24/2000 5:51:34 PM
From: Bosco	Respond to of 14638

Hi Pat - oops, ok. Well, no sense of jumping the gun. We'll wait :) best, Bosco

To: pat mudge who wrote (7439)	10/24/2000 5:53:01 PM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

Listening to the cc. It's not convincing. Inventory stuffed into customer warehouses waiting for installation engineers. Guidance was for $12B in optics but the "excuse" is that not enough installers... so $10B+ is about all we can expect. This is a surprise. The NT exec's are dancing.... or so it sounds. They are saying good things about guidance... low 40's - up from low 30's... so this is good. Selling off in AH. Not good.