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Technology Stocks : Nortel Networks (NT)

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To: telecomguy who wrote (3772)	11/12/1999 10:19:00 AM
From: The Phoenix	Read Replies (2) of 14638

Nope... I'm not a propeller head at all. But I do understand technology. Acutally I'm a business guy. Good enough routing is not enough... it has to have the multiservice features required to deliver all communications data/voice and video. To do that it must be compatible with the infrastructure and with emerging standards. These products will not only be poor routers but the technology and features will be well behind the state of the art. Would you buy a 386 PC today? No, you'd by at least a Pentium II if not a Pentium III (or their AMD equivalent). Telecomguy, the strategy that Nortel is employing is exactly what we're discussing....to create uncertainty and with it to delay router sales and slow Cisco's growth. The actual products and revenues derived from this campaign are secondary and Nortel will not put the resources into building a software development support organization so it will eventually fail. In the short term however it may cause some uncertaintly amoung small users who don't know any better. I continue to wonder how much of this action is in response to that fact that that Optic's startup (forgot the name) being backed by Cisco is taking Nortel optical engineers. OG

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