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

To: telecomguy who wrote (7552)	10/25/2000 9:36:45 AM
From: bambs	Read Replies (1) \| Respond to of 14638

keep on pumping you hype master

To: telecomguy who wrote (7552)	10/25/2000 10:30:46 AM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

telecomguy, Let's see CSCO when there are widespread component & engineering resource shortage and see how they perform. Didn't they also report huge backlog buildup and long delays in shipments recently? I don't think this is the issue. The issue is that Roth stated that NT would do $12B in optical revenues and now is stating it will be $10B due to the above points you articulated. So, this - to the analysts - means lower revenues.... something Roth should have seen coming is what I suspect the analysts are saying to themselves. I think this is the underlying issue. That said - I agree with you that NT's business is still sound. They seem to be managing the circuit switch transition pretty well... even though they weren't consistent on the numbers. OG

To: telecomguy who wrote (7552)	10/25/2000 10:30:46 AM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

telecomguy, Let's see CSCO when there are widespread component & engineering resource shortage and see how they perform. Didn't they also report huge backlog buildup and long delays in shipments recently? I don't think this is the issue. The issue is that Roth stated that NT would do $12B in optical revenues and now is stating it will be $10B due to the above points you articulated. So, this - to the analysts - means lower revenues.... something Roth should have seen coming is what I suspect the analysts are saying to themselves. I think this is the underlying issue. That said - I agree with you that NT's business is still sound. They seem to be managing the circuit switch transition pretty well... even though they weren't consistent on the numbers. OG

To: telecomguy who wrote (7552)	10/25/2000 11:51:01 AM
From: RetiredNow	Respond to of 14638

Oh, I completely agree with you. However, the bottom line is taht NT did not do a good job of guiding the analysts. So the analysts and media are pissing on them now. CSCO always does a good job of guidance. Therefore, CSCO is rewarded with premium valuation. These are the rules Wall Street has laid down and I hope NT can learn to play by them. It makes me sick that the company is doing so well, yet because of a communication issue, they get pummeled. Ah well.