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

To: Stock Farmer who wrote (9425)	1/24/2001 2:25:19 PM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

John, I think the 10Q is very clear in that NT recognizes revenue by product category - as does nearly every company in this sector. That's why the organize the corporation around enterprise and carrier. Product lines that are in the enterprise side of the business are recognized and enterprise revenues.... that's all there is to it. The 10Q to which you referred contradicts what you've been saying... unless of course you can produce the page that suggests that revenues are allocated based upon customer regardless of business unit. And to the point of the discussion NT's 8% YoY growth in enterprise is indeed losing market share in the enterprise. So your post.. Message 15233847 ..was nothing but garbage... especially the attempted point.. "8% YoY growth in a customer segment is consistent so some degree in that NT is losing share" is incorrect - or at best a highly biased perspective that ignores the equal truth of the opposite conclusion. ..since it is clear that NT (from the 10Q) segments prodcut lines in the same manner as their competition yet showed slower YoY growth... Thus they have lost market share. OG

To: Stock Farmer who wrote (9425)	1/24/2001 2:26:45 PM
From: The Phoenix	Respond to of 14638

John, I think the 10Q is very clear in that NT recognizes revenue by product category - as does nearly every company in this sector. These product categories are oriented along customer segments. I find it simply amazing that this is so difficult for you to grasp. This is a simple formula that nearly every communications company uses. Are you in this business? This is why companies organize around enterprise and carrier. Product lines that are in the enterprise side of the business are recognized and enterprise revenues.... that's all there is to it. The 10Q to which you referred contradicts what you've been saying... unless of course you can produce the page that suggests that revenues are allocated based upon customer regardless of business unit. And to the point of the discussion NT's 8% YoY growth in enterprise is indeed losing market share in the enterprise. So your post.. Message 15233847 ..was nothing but garbage... especially the attempted point.. "8% YoY growth in a customer segment is consistent so some degree in that NT is losing share" is incorrect - or at best a highly biased perspective that ignores the equal truth of the opposite conclusion. ..since it is clear that NT (from the 10Q) segments prodcut lines in the same manner as their competition yet showed slower YoY growth... Thus they have lost market share. The bottom line John, is you've based your argument - I should say attack - on an assumption with no basis in fact that Nortel segments and reports different than their competitors. The facts - at least those that I have produced via the 10Q to which you yourself referred - do not support your assertion and in fact support mine. Thus your argument and this conversation is nothing but arm waving on your part. Figures.... OG