Peppe!!!!! I am soooooÿ glad you showed up to discuss this.
I have a simple question:
Didÿ
ÿLU, NT and CSCOÿ
put,
" their complete arsenal "
Ethernet switches, routers, DWDM, Sonet ADMS, service selection gateways,ÿ
dial access servers, xDSL gear, etc.
together,ÿ
anywhere ,
in a a single, world wide Carrier Network ,
successfully, without blackouts?
Or Peppe,
areÿ
LU, NT and CSCO
rather expecting Carriers to dish out a Gazillion dollars to buy these appliances, take 'em home,
string 'em along and hope they work without crashing?
Where is this network?
That is my question Peppe. I need a name.
In fact there is no name. This hasn't been done.
What we have instead is aÿ
veritable patchwork of switches from various vendors hookes up best we can
and experimenting as we go along.
NN can experiment right along with the big guys.ÿ
Look at little Junioer taking it to CSCO ,
TA
Message #15676 from Peppe at Dec 14 1999 1:27PM
ÿÿÿÿÿÿ I can't believe how much this thread has deteriorated. Pat where are you ??
ÿÿÿÿÿÿ Are we just going to let TA and ZO speak uncontested ?ÿ
ÿÿÿÿÿÿ OK, here's a reality check for whoever's left.
ÿÿÿÿÿÿ NN bet the farm on ATM. They sold off their crown jewel (Cambrian) for 3 hockey sticks and a dozen pucks to Nortel. They made soem management
changes and
ÿÿÿÿÿÿ proceeded to severely over-estimate the ATM market. They then missed 5 of the last 8 quarters and Lutz got canned. Wallstreet wants more blood than
that.
ÿÿÿÿÿÿ In the meantinme, LU, NT and CSCO have been building up complete arsenals of gear that carriers will need. This includes Ethernet switches, routers,
DWDM,
ÿÿÿÿÿÿ Sonet ADMS, service selection gateways, dial access servers, xDSL gear, etc.
ÿÿÿÿÿÿ NN has the 36170. Time to sell, and IMO NN is worth $35-$45 share. But they sure as hell can't survive alone.
ÿÿÿÿÿÿ Cheers,
ÿÿÿÿÿÿ Peppe |
