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

To: elmatador who wrote (12957)	6/14/2002 8:30:24 PM
From: James Calladine	Respond to of 14638

Not necessarily completely up to date, but interesting. Quarterly Bankruptcy Risk reports from Zacks: LU Net Liquid Value per Share MINUS $2.34 my.zacks.com NT Net Liquid Value per Share MINUS $1.87 my.zacks.com Namaste! Jim

To: elmatador who wrote (12957)	6/15/2002 12:39:47 AM
From: sylvester80	Respond to of 14638

Don't know about Nortel, but Lucent with up to -$350 EBITDA this quarter, -$325m next Q and -$300m Q1 2003, and with $5.5 billion in cash, they can survive about 16 more quarters or 4 more years of a downturn. Do you think we turn within the next 4 years? <gg>

To: elmatador who wrote (12957)	6/15/2002 1:34:35 AM
From: Robert T. Quasius	Read Replies (1) \| Respond to of 14638

Yes, there is and always be infrastructure for telecommunications. However, when one factors in the long term growth rate for data communications, it should be apparent that by around 2005 there will again be a shortage of bandwidth. Perhaps this will be sooner if local service providers get on the ball and put in the broadband a lot of consumers are demanding. There's still lots of areas of the U.S. where consumers can't obtain broadband at all (I know because I live in one of them!). LU and NT both have sufficient cash to ride out a number of quarters of telecom recession.