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

To: WiseGuy who wrote (9283)	1/16/2001 8:04:13 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 14638

<<I hope that NT does not raise guidance again this quarter >> So do I. This is my only criticism of Roth. His aggressive guidance has not bought anything but grief to the remaining stockholders. He needs to learn how to sandbag. He is now in a hole and the only thing that will bail him out is quarter over quarter of consistent gains.

To: WiseGuy who wrote (9283)	1/16/2001 9:59:53 PM
From: Ian@SI	Read Replies (1) \| Respond to of 14638

JNPR CEO Scott Kriens was interviewed on CNBC: JNPR guided 2001 revenues to about double 2000 revenues. He repeated NT's story that customers aren't cutting back on Capex. Rather they're reallocating it to "new" network stuff, takin away from the old. And JNPR has the new stuff. Thus it continues to grow. When Ron Insana asked how JNPR could continue to grow so fast despite Wall Street Analysts doubts about the growth, Scott advised, "We sell our products to Network builders, not Wall Street Analysts." Oops, that slur will probably cost Scott an upgrade or 2. :^) In any case, it's inconceivable that another of NT's partners could have such a good Q and such a good outlook, yet NT is facing a recession. It just isn't going to happen. All the same, 1Q and 3Q of any calendar year tend to be down Quarters, so the bears should be able to continue to find some negativity in Thursday's reports despite the rather rosy product positioning and outlook for NT. Ian.