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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (4844)2/19/2000 10:47:00 PM
From: telecomguy  Read Replies (2) of 14638
 
I would tend to agree although the valuation placed on some of these start-ups may prevent that from happening soon. If it doesn't, then eventually the big 3 (NT, LU, CSCO) will develop/acquire the technology that it is missing and integrate it into their platform and compete with the Junipers of the world.............for one thing the large vendors have that is critical to the Operators is stability, scale, and implementation capability. It's one thing to R&D a new routing/switching/transport/bandwidth mgmt. technology and find couple of high-profile customers but it will be another matter for companies like Corvis, Sycamore, etc. to leverage that and broadly market their technology around the world in the long-term to fend off the larger infrastructure vendors who will catch up with the missing technology sooner or later.
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