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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (4535)	1/28/2000 1:25:00 PM
From: DenverTechie	Read Replies (2) of 14638

Ken - please don't overlook NT's Arris Interactive access products, along with their wholly owned Digital Loop Carrier products. NT owns over 80% of the Arris Interactive LLC joint venture (the remainder is owned by ANTEC). Not only does Arris provide the killer cable telephony access product, but it also is the repository of Bay Networks, aka LANCity cable modem systems. In fact, the Arris CMTS is one of only 3 CableLabs certified CMTS (Cable Modem Termination System) on the market. One the telephone access side, it's a beautiful relationship. Those locations that don't make sense for the Arris Cornerstone cable telephone solution usually fit nicely with NT's Digital Loop Carrier (DLC) products. Technically, the Cornerstone interfaces to HFC, which has a considerable fiber component, and the DLC can interface copper or fiber. Unless you mean something totally different by access products that I'm missing?

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