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To: re3 who wrote (117856)	2/16/2001 10:14:59 AM
From: Mark Fowler	Respond to of 164684

Ike i think it'll time to work off the excess inventory in that sector analyst say 2 qtrs. I think NT is a good buy it over shot down below 22 support.

To: re3 who wrote (117856)	2/16/2001 12:28:17 PM
From: Mark Fowler	Respond to of 164684

www2.marketwatch.com Fortunately, it appears, the stark contrast may not so hard to explain. Ciena, just a fraction of the size of Nortel, exclusively produces the very latest in fiber-optic switches and other intricate equipment specifically geared for Web-centric networks. Nortel, on the other hand, is spread across a range of market segments, some of which are in steep decline. In particular, Nortel's circuit-switching business, once the company's mainstay, is losing altitude faster than the company expected as carriers swiftly move away from equipment designed for voice-based networks. The same problem afflicts Lucent Technologies (LU: news, msgs) , another old line equipment giant. Ike i don't like this the slow down in NT switching business