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

To: Claude who wrote (310)	1/27/1998 7:08:00 PM
From: Barron Von Hymen	Read Replies (1) \| Respond to of 14638

Only 3% exposure to South East Asia. But growth in rest of Asia. Saw 41% margins this period. Said three times with emphasis that won't expect to give back any of those margin improvements in 1998. 1st 10 gigabyte network launched in China. Seeing some product presence in AT&T. Europe to remain key area of growth, as with North America. About consolidation in telecom industry. Not seeing signs of slowing orders but larger numbers of shorter duration contracts because of the uncertainty of the consolidation.