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

To: jack bittner who wrote (8816)11/21/2000 11:53:40 AM
From: Ian@SI  Respond to of 14638
 
Traditional seasonality in Network provisioning. Q1 and Q3 are slow relative to Q2 and Q4.

Perhaps the better Q is "Why are Q4 and Q2 so large?"

Answer tends to revolve around how large carriers manage their capital budgets - Spend it or lose it within the calendar year; and summer vacation schedules/shutdowns.



To: jack bittner who wrote (8816)11/21/2000 1:42:09 PM
From: Kenneth E. Phillipps  Respond to of 14638
 
Hi Jack, Historically Qtr4 has always been NTs biggest quarter and Qtr1 has always been their lowest quarter. I guess this is due to carriers spending out their capex budgets at the end of the year.


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