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

To: Daniel G. DeBusschere who wrote (9462)	1/26/2001 7:55:26 PM
From: John Carragher	Read Replies (2) \| Respond to of 14638

cnbc mentioned big contract rumor after hours about cien getting a contract that nt should have done. We will have to see on Monday.

To: Daniel G. DeBusschere who wrote (9462)	1/26/2001 10:40:46 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi Daniel - not quite understand what you were saying [I am kinda slow :),] but NT also supplies optical components to others, such as ONIS before they fell out of bed. Also, GLW, JDSU, SDLI all have the specialty. So, unless one drills deep, or they are easily discernible, like the relationship between CSCO and PMCS etc etc., one has to be specific with regard to the segmentations etc. Incidentally, again, let's not forget NT is not a one trick pony :) best, Bosco