Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: James Fulop who wrote (9907)	2/17/2001 3:21:57 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 14638

There is always the possibility that while your theory that "carriers will focus on utilizing existing fiber assets" is true, that still may not be negative for those companies that are selling equipment that will help the carriers use the existing fiber more efficiently and allowing them to provide more profitable services using it I agree 100% that's where the 2001 growth will be. Then it becomes a company-specific issue of looking at the sales mix of product lines that facilitate upgrades, better asset utilization, better revenue generations, etc., versus product lines which are mainly geared to new networks. Don't comprehend as you do the nuances of the various product lines of the smaller systems houses, but know enough (now) that the new network long-haul optical core biz ain't where it's at for 2001. BTW, that RBC Dain Rauscher interview with Roth on 2/12 was an eye-opener. He actually said the same words about carriers revisiting already approved budgets as came out Thursday night, and it being a new phenomenon that they hadn't seen before. Again, with hindsight, what a clue... but the bad part, being honest, is that had I listened to it on 2/12, I probably would have said "oh, well, this is already factored into the $31 stock price" and still got clobbered on Friday. Also agree that the metro biz is likely where any new action is, as carriers seek to maximize usage of their in-ground assets. The metro guys will do better than the long-haul folk it appears. (OT - I'm partial to GigE/optic interface equipment at the edge as providing reasonably fast SP ROI - and took some solace that Roth acknowledged as much. Liking EXTR @ $31 a whole lot... again BWTFDIK.)