"The article does not mention that Nortel retains its Cornerstone distribution rights in Canada and Europe where it is not having much success."
Ken- In the FWIW category, both ANTC and TLAB are hot on European cableco upgrades to HFC and Cable Telephony. It's too early for us investor types to see. As you know, I'm a stat freak and the stats say there is room to grow in the rest of the world(ROW). And the talk out of ANTC and TLAB indicates optimisim in the ROW.
If I didn't know the potential, via my stats, I would have said it's fluff. Today, it's not a, "here and now," market. But IMVHO, I think it maybe for real. A few more quarters and we'll know for sure. -MikeM(From Florida)
PS Of course, with ANTC overseas, it's reversed. If NT gets the Cornerstone telephony business, ANTC gets the distribution network upgrades. |
