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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: Jay Mowery who wrote (1378)	1/9/2001 5:51:54 PM
From: Rainmaker	Read Replies (1) \| Respond to of 1944

Nice article on ADCT in Forbes: see link... forbes.com Cadogan promises 25% to 30% revenue growth and 36% growth in earnings per share, despite a marked decline in telecom capital spending. He says the carriers can't afford to delay spending for the sort of gear ADC makes—the stuff that directly improves customers' access speeds. "The last place carriers will cut is in the last mile. It is not something you can elect to move out three or six months if the customer wants it next week." "People have talked about Cisco, Nortel and Lucent. Now we want them to talk about Cisco, Nortel and ADC," Cadogan says.