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

To: Bill who wrote (7556)	10/25/2000 10:10:31 AM
From: WiseGuy	Read Replies (2) \| Respond to of 14638

No e-Bill, the fact that UBS Warbug actually INCREASED earnings forecast suggest that they still have confidence in Roth's guidance, thus little credibility lost. All in all, the vast majority appears to believe this is a one time event. It is extremely unfortunate and disheartening, but I can live with one time event. It is still better than blowing off estimates and warn for the following quarter.

To: Bill who wrote (7556)	10/25/2000 10:26:19 AM
From: SJS	Read Replies (2) \| Respond to of 14638

I know: Message 14652797

To: Bill who wrote (7556)	10/25/2000 3:36:40 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

The story is Roth's loss of credibility. Pretty flimsy evidence to make that kind of a charge. Seems to me when Roth said $12 billion, he thought $12 billion before he discovered the much of the product was not installed. For long term holders, this a just one more bump in the road.

To: Bill who wrote (7556)	10/25/2000 4:06:56 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 14638

e-Bill: Seems like a stretch. they fell short of top line by 2.7% and were punished for 27% loss of market cap. Seems like a very unreasonable reaction for such a small short fall especially when set against the earnings increase and the bright prospects and the fact that the shortfall was due to the inability to install what they sold fast enough. Add to that the carnage in the other optics and you have to think that this is what AG would call negative irrational exuberance.JFD