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


To: John M. Gelnieau who wrote (1249)10/13/1998 1:47:00 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 14638
 
Article on Alcatel in 10/12/98 edition of Business Week

"Competitiors such as Northern Telecom are also experiencing a slowdown in orders"

Do they really know that or are they guessing?

"Europe's biggest customers, such as Deutsche Telecom and France Telecom, no longer plan upgrades years in
advance. They make decisions far more quickly, basing them on competition and with an eye to quarterly results.
"The cycles seem to be collapsing."

Is this also happening in North America? Comments Please.

Ken