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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (61380)	10/24/2000 11:21:38 PM
From: Stephen	Read Replies (2) \| Respond to of 99985

Sector Investor, thats what I get for trying to remember off the top of my head what CNBC said (LOL).... which on reflection .... was actually that sequential optic growth was down and that anticiapted growth for the qtr for NT by some analysts was 180%. I know that NT has a number of products ... but I believe it is the optical component of the business that gives them such an incredible valuation. The summary was v-good - though the guidance actually highlights the problem we are discussing. "Market will grow in the low 20% 2001 with NT estimating 35% + earnings & revenue growth"....or something similar. Errr ... what market will grow at low 20% ?? ... wireless .. their old switches ... opitical components ???... the combo plate ???. I'd listen to the cc ... but it all comes down to the analysts at this point and the action tomorrow. Personally, I'm tempted to watch the action and short any bounce ... but we'll see ......