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

To: zbyslaw owczarczyk who wrote (8790)	11/21/2000 7:53:02 AM
From: John Biddle	Read Replies (1) \| Respond to of 14638

i think you are wrong. recently many companies JDSU,PMCS,ADI NT even today GTW were stating that they disagree with analysts forecast.remember analysts are blind b/c they can not talk to companies before public will get access to info, and they are not very happy with that. Well, it won't be the first time. . . Actually your argument about the new behavior is intriguing. Correct me if I misinterpret you, but you're saying that because companies can't talk to analysts before they go public (because of new SEC rules and contrasted to what they used to do) it's now the company's job to get the word out to the public by pounding the table. Nah, it just doesn't add up. Analysts may now have to use public data to analyse a company rather than (presumably) the better, more inside data they had before, but that only means that the company might now want to make public this other info. OK, they might do that. I'm not talking about the quality or quantity of information NT released, buy the frequency with which they are repeating it. Yes, I believe they're getting a raw deal and there's been an over-reaction to their recent news, but it seems to me they've gone overboard in reaction to the drop in the stock compared to what companies normally do. When a company that normally doesn't do so starts to worry so much about it's stock price then I wonder what's going on.