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


To: Bill who wrote (7785)10/27/2000 9:34:37 AM
From: Bosco  Read Replies (2) | Respond to of 14638
 
Hi eBill - I do not see any McGinn in Roth's behavior. I guess it is up to individual's interpretation. NT has the integrity of not scr*wing around the books, which LU did in selling the receivables etc. Imagine, if you don't like so much of NT now, how would people feel if NT did take your imaginative advice of scr*wing around with the DSO :)! The recent perceptual mistake imposed on NT, IMHO, is no better and no worse than Barron's article on CSCO in its dodging $3B cost in the past 2 yrs. Besides, while I admire Chambers, not sure why we want to import a god from a different thread :)!

best, Bosco



To: Bill who wrote (7785)10/27/2000 10:57:33 AM
From: JDS  Read Replies (2) | Respond to of 14638
 
Nortel missed analyst's estimates for revenues by 4%, but hit the company's own guidance of 40+% growth. I'm sorry but I don't see a miss here at all, I just see a situation manufactured by the analysts to drive the stock price down and get in cheap. I wish I had some cash lying around ... Good Luck !