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

To: Bosco who wrote (7749)	10/26/2000 4:51:09 PM
From: Bill	Read Replies (1) \| Respond to of 14638

Don't be silly. They all know how to cook the books. My fear is that the quarter tasted bad even after some home cooking. Still long though. Let's see what Q4 brings.

To: Bosco who wrote (7749)	10/26/2000 10:58:56 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

E-Bill, CSCO (for the hundredth time!) is primarily in a different business. CSCO has hundreds of thousands of customers buying $20,000 boxes. It's next to impossible to slip up on revenue forecast because the numbers are generated daily by thousands of shipments each representing fractional amount of total revenue for the quarter. NT on the other hand are project managing BILLION dollar contracts....that's right BILLION. That means they have few customers that influence their bookings & revenues & ability to install. If a few large NT customer decides to delay installs that was originally fully planned out, this has a HUGE impact on NT's numbers. IF people understand the nature of the difference between the two companies they wouldn't continuously make incorrect comparisons......