Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (4233)	1/12/2000 1:33:00 AM
From: jack bittner	Read Replies (1) of 14638

thanks very much, Bosco. the article confirms that jdsu, etek and sdli supply nuts and bolts to the net builders: lu, nt, cien etc. but it doesn't deal with the question whether, if they are dependent on the big boys, why their valuations should not fluctuate with the builders'. i'd guess it's that teir revenues are purely in the fibre space, while the biggies' income is a mix of the latter and the structuring and maintaining of legacy systems. i.e. copper as well as fibre. any way i think everything in the optic space is fully valued for the nonce, so i'm in cash now, looking for other areas.

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