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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (4237)1/11/2000 11:35:00 PM
From: The Phoenix  Read Replies (2) of 14638
 
TG,

I've pulled this discussion off the LU thread. I don't want you wasting everyone's time on SI. Apologies to those on this thread since some of this is going to appear out of context.

do you really think that NT believes OIE will STOP Cisco from ATTEMPTING to enter into the Carrier
space? (Note I said ATTEMPT). That has to be one of the more amateurish business strategic thinking if there ever was one.

I agree. No wonder Roth thought of it. <vbg>

First of all OIE will allow NT to create NEW VERTICAL/HORIZONTAL markets in routing applications -- this is their main objective.

Really? How... you can PM me if you wish. I wouldn't want you to embarass yourself here.

OIE will allow low-end routing applications to become COMMODITIZED. Now, why does NT want to commoditize routing
in the low-end? Because that is the ONLY way that it will penetrate the 70% of the remaining router market that is NOT penetrated
currently due to the cost of the CSCO routers.

Hmmmm, interesting comment. Read what you just said. NT - not currently a player in the low end router market is going to spend a lot of money to commoditize a market - a market where they don't have the winning economies of scale nor the experience. I read this to mean a cost center - that's what I said in my ealier post.


In BOTH cases, NT is going after NEW markets that CSCO is NOT addressing because CSCO is mainly about Enterprise Routers.

Does OIE support IPV6? The answer is NO. The result is OIE will fail.

NT going to KILL off the golden goose that keeps CSCO profitable and flush with cash if the OIE is not going
to hurt CSCO in the high-end, enterprise router market?

Talk to your good friend Bosco on the NT thread - I think he believe (as do you if you go back to your posts on the CSCO thread when OIE was announced) that it is targeted at cisco's low end routers. OIE is a joke. Flat out.

Roth has grander vision and ambitions than to spend all his time & resources trying to put roadblocks on CSCO's path.

I doubt that. Roth is concerned about CSCO - as he should be - as every good competitor should be about their rivals. Marketing 101 if filled with tactics for creating barriers to entry or causing a shift in the rules. I think I give Roth more credit than you do.

OG
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