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Technology Stocks : Nortel Networks (NT)

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To: The Phoenix who wrote (5895)	5/21/2000 12:39:00 PM
From: James Fulop	Read Replies (1) of 14638

>>I suspect that the optical market in the next 24 months will begin to erode. As more component suppliers bring product to market commoditization will take place. Right now there is a capacity shortfall and this is the key reason for the high prices. Once 40G and 160G optioelectronics are available from a number of vendors product differentiation will be in software. The companies that are able to deliver differentiated services will be the ones that lead the pack. These services will not be delivered by hardware only solutions.<< Excuse my intrusion, but I would be curious to know if you think the winners of that trend will be the established companies, or some of the smaller startups specializing in this software....And can you think of any names, as I am always looking for new investment opportunities. Thanks.

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