Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.670

-2.2%

3:32 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kenneth E. Phillipps who wrote (12575)	1/11/2000 4:04:00 PM
From: chechaco	Read Replies (1) of 21876

First, what edge do you mean? Corporate or Internet? Yes, Nortel has some good products for enterprise router. But this market becomes more commodity and you have to consider that buying decision is often influenced by ISP. And ISP don't use Nortel that much. As for Internet, the only competitive router that Nortel has - Versalar 15000 has a lot of competition from former startups like Redstone, Torrent and Xedia. Without core router capable of OC48 access consentrator doesn't have that much of appeal to ISP/telco. I, personally, don't see Nortel as a player in Internet routing. I agree that they do have some good products for infrastructure.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next