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Technology Stocks : Nortel Networks (NT)

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To: jack bittner who wrote (4838)	2/18/2000 2:08:00 PM
From: telecomguy	Read Replies (1) of 14638

Jack, you are right and you are wrong......... You are right in the sense that any customer can mix and match network solutions with different application software especially if the app software is not at all dependent on communication features. But this requires more integration work by the software vendor especially if it is dependent on intelligence coming out of the network. Having said that, sure there will continue to be lots of customers who already have existing applications and do not want to pitchfork upgrade to CLFY just because NT is delivering network infrastructure. The bundled approach is more valuable for start-up service providers (ISP, ASP, CallCenters, Carriers) since they are not saddled with existing apps or closed legacy systems which are hard to integrate with but you have to agree that there is/will be very high growth rate of new service providers in the Internet age. Hence NT's bundled approach will make sense for lot of the start-up's who trust in NT to deliver not only the fastest & the most reliable network but also bundled front-end and back-end network mgmt software so that the customer can buy from one vendor & avoid the complexity, and delays inherent in integrating software/network solutions from different vendors. And if the front-end application happens to be the state of the art software in great demand (which CLFY is)and you can only get it from NT, you can see the pull-through advantage that CLFY could provide.............and besides, the CRM business is an exploding market providing a win-win situation for NT. The one downside is that NT may not know how to manage CLFY and compete in the CRM business thereby degrading their investment in CLFY but if their past track record is any indication, I am confident that NT will nurture CLFY properly and get more out of CLFY than if CLFY and NT was a separate entity. As always, time will tell!

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