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

To: R.S. Blum who wrote (8362)	11/6/2000 5:38:32 PM
From: ntrules	Read Replies (1) \| Respond to of 14638

Jabs on NT and LU in Cisco CC Just listening to the Cisco CC and several jabs from John and his troops on NT and LU. Message 14739454

To: R.S. Blum who wrote (8362)	11/6/2000 5:40:20 PM
From: SJS	Read Replies (1) \| Respond to of 14638

In the meantime, CSCO delivering a similar style torpedo as NT in their CC. This seems to have a more stark message, not obfuscated by the "inventory workout" theme... What going to be the anodyne? ________ AFTER THE CLOSE ****** Cisco Systems (CSCO) 56 1/2 -1/4: -- Update -- On conference call, company lists concerns 1) component supply/lead times could be an issue, 2) competition - seeing hundreds of start-ups, however, enterprise and service providers are trending towards the larger players, 3) economic - if economy slows, would expect slower cap-ex spending, 4) service provider spending - seeing spending slowing in US for circuit/voice/IP, however, network spending will be affected to a lesser degree; gross and operating margins were 63.5% and 25.5%, in-line on gross margin but CSCO expects it will continue to decline as it was 64.0% in JulQ, operating margin a bit shy of the Street's expectation of around 26.1%; stock trading at 51 1/2 after hours on heavy volume. Steve