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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (5886)5/20/2000 12:32:00 PM
From: telecomguy  Read Replies (1) of 14638
 
CSCO will keep it's high-end market but NT is expediting the commoditization in the low and perhaps even the mid-end router market.

I was warning CSCO investors that the open IP initiative by NT had implications that were huge for proprietary routers that CSCO made their fortune on..............If a serious application market & distribution channel develops for open IP based routing embedded in common chips -- implications are huge imo.
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