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

To: Kenneth E. Phillipps who wrote (9275)	1/16/2001 6:38:50 PM
From: WiseGuy	Read Replies (1) \| Respond to of 14638

It is comforting to hear about AMCC's report of 37% sequential growth in their communication business. Now, I wonder whether AMCC is a leading indicator for NT or not, since typically equipment makers would have to order components ahead of time to build their systems, especially in shortages situation. This may or may not have any implications for NT's current 1st quarter. Now, I also hear that AMCC is not forecasting any slowdown. Coupled with blowout results from JNPR, the market environment bodes well for NT and high flyers tomorrow.