Hi Gary - for a biz person, you seem to make a lot of assumptions and assertions and ignore the facts. I do not know a business case in which 75 customers signing on something if they know for sure NT is not going to put money into the project. This is the moral equivalence of saying the world is full of idiots and "me" alone know the truth. To NT and CSCO, and LU, anything less than $100MM is small change. Software is one of the nature of productivity gain in recent years, when it finally catches up with brute force computing. Who would have known CMOS, with massive parallelism, can outdo bi-polar?
If memory serves, some people has questioned NT's breakthru of scaling DWDM to 160 channels. If memory serves, some people question that wisdom of CLFY purchase. While all of these developments are still in chapter 1, considering the shape of things to come, this certainly makes the assertion that NT will or will not do certain things not as a strong argument, unless one is an insider and one knows it as a matter of fact.
So, maybe it is worthwhile to open one's mind a little. But then, come to think about it, I think you are doing an equally good service by playing the devil's advocate. So, thanks. That reminds me of Willie, who was critical of BAY, but with a strong industry knowledge.
best, Bosco
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