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Technology Stocks : Nortel Networks (NT)

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To: Techplayer who wrote (4005)	12/27/1999 7:58:00 AM
From: Bosco	Read Replies (1) of 14638

G'day all - hi Brian, thanks for the response. As far as I know, both Corvis and Qtera are participating in WCG alpha [or pre-alpha <g>] test, so my guess both have a working unit - even if they are one of the kind [note: I am not a telecom technie, so I don't know what kind of testing is involved at this stage.] Maybe you have confuse Qtera with CIEN, who is the lagger of the three. I agree that the big three will hold their own, even for those those do not have this technology for the time being. However, the trend is that they will get their own [but who wants to buy CIEN with this price!] If Cerent is also a cross-connect shop, that may throw a monkey wrench in the CSCO camp. I don't have CSCO individually, but I do admire Mr Chambers's abilities. Even if Cerent missed the curve, CSCO might be ok since its Stratacom and the giga-ethernet shop [can't remember the name.] best, Bosco

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