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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (4003)12/26/1999 2:17:00 PM
From: Bosco  Read Replies (1) of 14638
 
Hi all again, once again, NT is hitting the sweet spot

www2.fiberopticsonline.com{9C0F325D-B8AE-11D3-9A7E-00A0C9C83AFB}&Bucket=Latest+Headlines

If Qwest goes forward with the long haul technologies, especially Qtera's, my guess is that the ones who have most to lose are the cross connect specialists [I suspect both NT and LU have cross connect products, but both have the depth and breadth in optical to withstand the disruption, and since NT is bringing Qtera [back] into the fold, NT can't lose.] I don't know much about this segment, but I thought Sycamore is doing cross connect. Anyone knows more?

best, Bosco
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