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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: justone who wrote (870)9/20/2000 4:29:50 PM
From: Kenneth E. Phillipps   of 46821
 
As to your market analysis, I strongly agree with you that in a IP and ATM debate, the best solution is to pick both. This is why Alcatel bought Newbridge, and Lucent bought Ascend. If would also think FR and DWDM are mandatory. The problem will be with vendors who only supply one and not all; they are buyout candidates, I think.

Justone, Thank you for that great analysis. I would just add Nortel also bought Bay to have both IP and ATM.
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