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: Kenneth E. Phillipps who wrote (9154)	12/30/2000 10:17:58 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

" Nortel Networks also sees 2001 as the start of the “bend in the hockey stick” for VOIP growth because of the recognized cost benefits of the technology and the move by carriers toward a standardized, converged network." telecomclick.com

To: Kenneth E. Phillipps who wrote (9154)	12/30/2000 2:42:24 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 14638

There are about 45 publicly traded CLECs ( private are doing much better) and analysts thinks about half will go out of business or be acquired by big boys). forbes.com Since entire CLECs segment accounts for no more then 10% of total spending, only less then 5% of spending is in risk. When we discount significant cuts in old voice switching( this is why for example WCOM will separate long distance business, which produces lots of cash with little investment) actual spending plans for 2001 for packet(IP/ATM, DSL ect) and optical technology is no different then it was planned in early 2000. From this point, Sagawa is technically right that spending will see slower growth, specially when he looks through dark glasses of Lucent , however it will/is effecting company like Lucent(heavy dependence on voice switching and CLEcs, late with optics) and few smaller players like Copper Mountain which is selling mainly to CELCs. Other like JDSU,ALA , NT will be the winners. Sagawa is simply trying to "explain" to the investment community and his clients why his favorite Lucent is doing so poorly, and his strong support of Lucent over the last two years was correct.However so call spending issue is mainly responsible for Lucent problems( yea right). ZO

To: Kenneth E. Phillipps who wrote (9154)	1/2/2001 6:47:42 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 14638

Does anyone have any red flags on Nortel Chief John Roth?- There is no insider selling and the commitments to meet guidance has been unfailing. Does anyone have any concern about the credibility of these guys? I can't find anything and it looks like their people problems are getting fixed by the demise of the dot coms and ipo markets so they are not losing any significant talent. Is there something I don't know? Is NT so large that they cannot escape an industry downturn on telecom capex spending without affecting the current guidance? Any opinions/facts other than published analyst dribble is appreciated.