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

To: WiseGuy who wrote (8600)	11/16/2000 9:49:41 PM
From: bambs	Read Replies (4) \| Respond to of 14638

. I WANT TO SEE SOME EVIDENCE OF A SLOWDOWN! Please, I'm begging to see some evidence. Evidence of a slowdown? How about NT coming in light on the revenue last quarter. How about companies like csco having to resort to vendor financing the likes of WCII in order to keep sales going. How about NT lower guidance. How about price slashing by companies like NT, LU and CSCO...declining margins...inventory build ups....the list goes on and on.... WAKE UP! Bambs

To: WiseGuy who wrote (8600)	11/16/2000 10:16:30 PM
From: zbyslaw owczarczyk	Respond to of 14638

WiseGuy, many analysts know about it and they spoke in their research reports ( Jonson of BARS) Many companies like CSCO,ALA ,NT stated the same on recent CC. Despite that many headlines in press is citing heads of trading desks about fear of slowdown. It is just fear which was well planned by some players like Sagawa to take sector down, or expalin why Lucent is doing poorly. Why do you think ML came today nad killed PMCS and few others. He did not talk about ADI b/c ADI gave outstanding outlook few days ago. They did not even say that telecom semi will miss they numbers ML said thay may not beat for 1-2 quartersmay be?......... at the same time few days ago ML advised they clients to increase stocks by 5%........