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To: JSB who wrote (22092)	10/25/2000 7:58:01 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

NT CEO on CNBC Europe now live, explaining the blockages at the customer installation end. Points out that 90% revenue growth was "staggering", question going forward is market's ability to absorb what NT produces. No danger that telco demand will drop (!!!!). Expects 30-40% growth going forward. Telco industry has to increase installation capacity. Mentions wireless applications too, Spanish contract this morning. NT has cut delivery lead times to customers so inventory bottlenecks are "pretty much behind us" after the past quarter. Will keep purchase accounting and write off good will as fast as possible. Operating earnings are the key measure. No one else grows as fast - "absolutely stellar" numbers. Has first mover advantage with many networks worldwide.