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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (4279)1/19/2000 12:26:00 PM
From: Bosco  Read Replies (2) of 14638
 
Hi Ken - speaking of VPN, it is an interesting case study. NT has moved into VPN awhile ago. LU only to improve its offing last week [offhand, I don't remember where I read it, maybe a PR or in Computer World.] And today, CSCO bought 2 firms, one of them is doing VPN. In the mean time, NT is going into CRM [CLFY,] long haul [Optera] and various facets of ASP [like her stake in PRISM etc]

But one mustn't forget the big picture, leveraging her optical and wireless backbones are the ticket to anchor her various business units.

best, Bosco
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