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

To: JDS who wrote (7800)	10/27/2000 11:53:21 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Nortel has a trailing PE of 67 based on last 4 quarters earnings of 0.69. During the past two months, it has had a trailing PE as high as 125. With a trailing PE of 67 and a growth rate of 35%, it has a PEG of less than 2.0 - high growth at a reasonable price. Very little downside risk and good potential for upside appreciation. Just my opinion.

To: JDS who wrote (7800)	10/27/2000 12:36:34 PM
From: The Phoenix	Read Replies (2) \| Respond to of 14638

JDS, What started as a initial backlash by NT investors (dissing Roth) is now turning into a bit of candy-coating. The fact is Roth was guiding analysts to expect $12B in optical revenues... now he is saying to expect $10B plus a little. This is effectively lowering top line guidance... and that is why we're getting the reaction. The analysts like NT because of their execution in optical so any negative perception there has an unfair impact on perception of the stock. Bottom line 90% growth in optical was below the expectations of analysts which have been guided by Roth to expect 150% YoY growth in the segment.