SI
SI
discoversearch

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.
Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Suresh who wrote (32829)6/15/2001 12:26:14 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 69121
 
As far as I know the wireless division is still growing and is expected to be a big contributor to revenue. China is the big opportunity as is the 3G roll out later this year in Japan. I am trying to get updated guidance now.



To: Suresh who wrote (32829)6/15/2001 12:31:49 PM
From: Nancy  Read Replies (1) | Respond to of 69121
 
you dont see the danger that nt will join lu ?



To: Suresh who wrote (32829)6/15/2001 12:31:50 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 69121
 
The 10 percent decrease in bandwidth demand is a little surprising to me. Some the CC calls I have heard suggest the glut is regional in nature and depends on what part of the network you are talking about. I wonder if NT is referring mainly to the long haul declining the most, so that the aggregrate decline is 10 percent?

The complete write off the their metro products indicates a total collapse of that market in the last few weeks or NT's total lack of products customers want. I am not sure which at this point. The RSTN upgrade today would indicate the later.