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Technology Stocks : Nortel Networks (NT)

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To: Cosmo Daisey who wrote (3708)	11/9/1999 8:55:00 AM
From: Bosco	Read Replies (1) of 14638

G'day all - hi C.D., um, will you please elaborate? Thanx On a separate note, I read [but couldn't find it now] CSCO's reaction to the router price cut is that it is not worried. I think CSCO may miss the point. The hardware price cut is a smoke screen. It is the software thrust. CSCO has a grip of the router market b/c of IOS, despite it lacks behind the hardware development. With the internet appliance getting closer to reality, CSCO unfortunately only to start playing the catchup game by buying Cerent. NT has taken the advantage of having an Optical lead by moving ahead in other areas like CLFY and Open IP. So, this is gonna to be interesting best, B

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