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

To: james paterson who wrote (1737)	1/20/1999 1:30:00 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

G'day all - james, my past exp with BAY [and NT hasn't shown any diffderence thus far] is that most "axes" [analysts with influential <and good> track records] know the results at the end of the Q [give or take a week.] So, the inference is that there is no buzzing thus far suggests NT was doing ok. Incidentally, I'd like to believe the recent downgrade by AG Edwards was probably from a technical [stockwise] perspective. Methink a more salient point is how NT responds to any Latam concern at the conference call that morning. I'd be really surprise if not a single analyst brought up the issue. If NT can make a credible case about it, such as its biz in Brazil, hopefully putting forth a worst case scenario and thus discounting any downside totally, then them analysts can see how ridiculous they are pricing NT [Note: let's hope the NT execs can be gentle with these analysts, knocking the latter down doesn't help anyone <g>] best, Bosco

To: james paterson who wrote (1737)	1/21/1999 12:29:00 AM
From: Paul Fine	Read Replies (1) \| Respond to of 14638

Re mgmt guidance on earnings: Roth came out a week or so ago and said that he was comfortable with the guidance that NT had given analysts previously for this qtr and next qtr. Of course, the guidance given is fairly loose, but it does mean no warnings. What we won't know until next Tuesday morning is if they will just hit the official est of $.71 EPS, or reach last year's EPS($.74), OR the current "whisper number" EPS of $.79. Everything is relative. Paul