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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (5150)3/25/2000 4:19:00 PM
From: Kenneth E. Phillipps  Read Replies (1) of 14638
 
telegomguy, Here is one of the points from the article:

"With DWDM, they keep the same router and switch [on their premises]," says Tanzi. "Instead of a DS-3 trunk card, they put in an OC-12 and, voila, they have a 622mbps connection between facilities."

When the carrier or service provider upgrades from SONET to DWDM or just installs DWDM, the enterprise customer gets access via gigabit ethernet without upgrading the router or switch. Cisco does not get the business unless the customer upgrades the router or switch. Since they already have this equipment, there will be no need for them to do so.
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