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


To: Stocker who wrote (9741)2/15/2001 7:45:20 PM
From: couldawoulda  Read Replies (1) | Respond to of 14638
 
Simply point of fact people no matter how you attempt to tip-toe around the issue - the economy is in TROUBLE!!

CIEN is in a market niche, and is no doubt stripping away market share from Nortel on a daily basis, however, NT derives its revenue from other large ventures besides optical networking. This ain't a company specific problem folks! Watch for your other networkers to come clean and spill the goods. As is the case with the semi-conductor industry, supply is far out-stripping demand at this point in time.

CSCO, ADCT, FDRY already warned - next comes EXTR, JNPR, etc.