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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (33751)	10/25/2000 11:48:44 AM
From: mtnlady	Respond to of 54805

"unless the company only recognized revenue when actual product deployments are made" Yes I heard the same thing. According to Roth they decided to not book millions in AT&T revenue until AT&T had the entire sector up and running. It sounded like they were implementing Nortel equipment sector by sector. Nortel decided to wait to book each sector until the entire sector (I don't know if that meant geographic or business division or both) was implemented. In short, it sounded like Nortel decided to play it hyper conservative this quarter on their estimates and their booking of revenues. I am sure they did that to make sure that there would be absolutely no hiccups next quarter. I think their strategy backfired..

To: EJhonsa who wrote (33751)	10/25/2000 12:42:33 PM
From: Andy Thomas	Respond to of 54805

nortel is going to crater soon andy

To: EJhonsa who wrote (33751)	10/25/2000 5:55:24 PM
From: Raymond McIsaac	Read Replies (1) \| Respond to of 54805

In an unusual situation i am unable to be liquid for about the next 5-8 business days. Highly interested in buying NT at these levels; thinks its an unrivaled opportunity. Anyone care to speculate on the outlook over that very short term. I would buy sell partial portfolio at pre set levels; but essentially prepared to have a 10 yr horizon; depending of course on any changes in fundamentals or other impacting technology; change of leadersip etc...all of the obvious issues. My fear is that overnight many institutions are going to evaluate this as having been overdone and the stock will get back 10-15 percent. Thank you

To: EJhonsa who wrote (33751)	10/26/2000 4:23:51 AM
From: d_trader_99	Read Replies (2) \| Respond to of 54805

NT's problem may not be a short-term one! Almost all telephone and IPS stocks are traded at 52 week low and show no sign of reversal, just check T, COVD, PSIX... If the market is right, all suggest that the demand for telephone call and IPS is weak (that is why most CELEs loss money). Many other telecom equipment stocks have been trashed one by one such as LU, CMTN... over past few months. If the market is right, this suggests that all telecom stocks will be in trouble because of weak demand. Since early this year, the market has cut these high PE stocks one after another. The big caps, C2Cs, Internets, Semis, .... fell half or more in a day or two or a month. At $80, NT's PE is over 100. The haircut cannot be avoid. At $45, NT is still pricy which still has a 60 forward PE. If the market trend continues (cuting high PE stocks), NT will follow LU.