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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (5683)	5/5/2000 12:10:00 PM
From: peggylynn	Read Replies (1) of 14638

Ken - John Roth keeps repeatedly emphasizing the need for speed to market. Internally, it appears to me that he is trying to increase organizational efficiencies and ensuring that his own people are focused on using the same playbook. It also sounds like he is trying to more deeply integrate NT relationships with its suppliers. IMO, investors are vastly underestimating the time and complexities of getting some of the announced optical products to market. Huge chunks of the equation like management systems, integration and manufacturing capabilities remain to be solved before the more advanced products are even close to being ready for prime time. While this report is about the communications chip sector I think if one filters the PMCS cheerleading that Mr. Mosemann's comments are a worthwhile read for providing some context for evaluating where NT seems to be going with the STM and optical components group announcements. Posted by Rustam Tahir Message 13582003 Mosesmann of Prudential goes ga-ga over PMCS's future ...To support this needed increase, infrastructure equipment suppliers must continually introduce new products that capitalize on the most current technological developments. Hence, the primary focus of these equipment suppliers is time-to-market for their new designs. ...PMC Enables Rapid Time-To-Market, The Industry's New Mantra ...Integrate Or Be Integrated - We Expect PMC to Drive Integration ...We believe that suppliers in this space will either drive the integration trend or see their historic markets integrated into the parts of other suppliers. Our expectations are that only those companies that move to compile all of the intellectual property within a communications system will have the wherewithal to win the integration battle... ...PMC Drives Industry Standards ...PMC has been very successful in driving industry standards in our opinion. The company was the first to establish a development group for the broadband communications market. This organization, the SATURN Development Group, consisting of the majority of PMC's key customers, has been very successful at defining standards that are later approved by the "official" standards bodies. Through this effort PMC has accelerated the market growth for its products as a result of interoperability and created a competitive edge by increasing its chances to be first to market with standard compliant solutions... ...Customers Investment In Software Development Should Be Competitive Advantage ...As ASSP products from companies such as PMC are utilized deeper within communication systems, software routines to run the parts are becoming much more complex. PMC's customers are making significant investments in the development of software to be used in conjunction with the company's components and would much prefer to reuse this investment in future designs... ...PMC - The Largest Development Team Focused On Broadband That we Know Of ...These employees have one focus, broadband communication semiconductors. This is the largest team we know of focused exclusively on broadband. We believe the company's sheer mass and dedication to investment in R&D continues to widen the gap between itself and its competitors... - peggylynn

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