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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (8501)	4/20/2001 8:55:50 PM
From: Glenn Duncan	Read Replies (2) \| Respond to of 19633

From NT CEO J. Roth <<A hint of optimism came when Roth said on the conference call that demand for long-haul optical capacity would pick up before the end of the year. He believes that the top carriers are currently operating at 70 percent to 80 percent capacity, and that they would start to max out that capacity in "three to four months.">> *************** <<``With absolutely no visibility and possible losses for the year plus negative comments about its long-haul optical business, Nortel has no reason to appreciate at all in the near term,'' wrote Epoch Partners analyst Seth Spalding in a research note. *************** OK Tom, someone has to be telling a little white lie. Which one is right? Thanks, G