SI
SI
discoversearch

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: pat mudge who wrote (9347)1/19/2001 9:10:50 AM
From: t2  Read Replies (1) | Respond to of 14638
 
"Nortel is going to execute well and win business. I buy that," said Sagawa. "I do not buy that the (overall) market is going to accelerate in the back half of the year."

I guess he is not totally negative. Maybe it is his way of saying he messed up.<g>

Even if overall spending does not go up much, it is being pushed into optical; any CEO will tell him that.

However, his own people seem to be disagree with him on the telco environment. According to the guest host on CNBC, Sagawa's firm recently issued a positive report on spending for telcos(might have been a strategist at Sanford Bernstein).

I wonder if it is time to fire someone.<g>
Maybe Lucent is hiring.<g>



To: pat mudge who wrote (9347)1/19/2001 10:30:54 AM
From: The Phoenix  Read Replies (2) | Respond to of 14638
 
"Nortel is going to execute well and win business. I buy that," said Sagawa. "I do not buy that the (overall) market is going to accelerate in the back
half of the year." ,

OK... if we buy the second part of this why is he positive on LU? If we believe Sagawa in that LU will be successful then by using Sagawa's own words "Nortel is going to execute well and win business. NT will do even better. So, which is it? He's such a bonehead.

OG


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News