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

To: gbh who wrote (7806)	10/27/2000 2:33:46 PM
From: peggylynn	Read Replies (2) \| Respond to of 14638

BTW, each an every one of these companies has stated their cap-ex in the coming year will slow. finance.yahoo.com; Gary, How much of that reduction will be coming from traditional legacy gear and what are the carrier projections for next generation gear? That information would be an excellent way to determine the winners and losers in the competitive carrier space. Legacy gear simply isn't up to the task of meeting customer demands, let alone doing so profitably. - peggylynn

To: gbh who wrote (7806)	10/27/2000 7:00:40 PM
From: zbyslaw owczarczyk	Read Replies (4) \| Respond to of 14638

BTW, each an every one of these companies has stated their cap-ex in the coming year will slow. Not true, SBC capex , excluding Pronto, will be flat- 12 billion. With Pronto significantly up. Qwest capex is nicely up.ref. CC British Telecom, France Telecom , C&W, or Deutsche Telecom will accelerate spending , b/c they are behind by 18-24 months. They have tons of cash.It is already known to the public. Did you see that Europe grew for NTmuch faster? If ATT will cut circuit switching which accoount for big portion of 1999 capex and shift it to optics, packet etc. what effect it will have on vendors living on next generation technologies. Very positive. Why Lucent which have huge exposure to CS in US ( no in Europe were CS will do well over the next year) have problems? Who knows better real capex vendors or Street. BTW, carrier have been predicting slower spending at each fall for the last 5-6 years, just to increase it due to competition. It is interesting that we always see you when company has real or temporary problems. I see, you want to educate prospective investors. Zbyslaw

To: gbh who wrote (7806)	10/28/2000 9:21:40 PM
From: Techplayer	Read Replies (1) \| Respond to of 14638

gbh, Since the expenditures so far have been primarily in the long haul and metro core space and not metro access, how can the companies see a return on their investments until they can deliver services and performance to the actual consumers? The spending has to continue until the networks are complete. Morgan stanley hhad a report out early this year that outlined this very fact. They believed that this was the year for the core while next year and until at least 2004 was for the access market. The access spending will exceed core spending by the time that it has been completed by a large margin. In regards to NT, they need an access product, whether homegrown or via acquisition. one of the first (if not the first) to market with shipping, selling product is Astralpoint. tp