Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ntrules who wrote (8380)	11/6/2000 8:40:24 PM
From: The Phoenix	Respond to of 14638

ntrules, I think you're too sensitive.. but given your moniker I guess that isn't a surprise <ggg> The point I belive CSCo was trying to make is that NT and LU have a larger concentration of their business in a single market and when those markets have problems then it has a direct impact on the company's ability to make earnings/revenue targets. The position that was taken was that CSCO has 12 different products each of which generate more than $1B in revenue and for this reason an impact on one area will have a less severe impact on CSCO's ability to meet analyst estimates. Given the recent problems at LU and the revenue miss at NT, CSCO really has to be clear about the different in the business and strategies. So, while you take this as a shot on the competition I see it as more of a way to distance CSCO from the issue that CSCO's competitors are having. And given the streets treatment of LU and NT (which I am long by the way) I would expect nothing less. OG