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


To: mtnlady who wrote (7743)10/26/2000 4:19:58 PM
From: Dale Stempson  Respond to of 14638
 
JDSU is out with what appears to be positive EPS and topline numbers. I expect this won't hurt NT. The CC should provide more info on the outlook going forward. I hope it is positive as well. Good luck.

Regards - Dale



To: mtnlady who wrote (7743)10/26/2000 4:21:20 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 14638
 
Lets put this in perspective. Both Nortel and Cisco are right where they were at the bottom of the tech dip last spring. I believe NTs low was 45 and Cisco's low was 50. Both stocks are excellent buying opportunities at their present prices and the market will realize that within the next 3 months. Just my opinion. Something that was overlooked in the frenzy was tnat NTs wireless infrastructure was up 56% over the previous year. Their growth in that sector is accelerating.



To: mtnlady who wrote (7743)10/26/2000 4:25:35 PM
From: Bill  Read Replies (3) | Respond to of 14638
 
CSCO's internal systems are very sophisticated. Chambers has visibility into sales activity and cash flows almost on a daily basis. That's why they can announce earnings only a few days after quarter end.

If Roth's systems were as good, he wouldn't have guided up with only 3 weeks left in the quarter, only to disappoint. Maybe he should take that 2 cent dividend and invest it in better tools.