Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: zbyslaw owczarczyk who wrote (6381)	8/1/2000 10:44:55 AM
From: telecomguy	Read Replies (2) of 14638

Yeah, and I bet lot of that 1 billion run rate is coming from Pirelli/Cerent acquisition. I don't see any organic growth in optics --- in fact I can't recall any major optics contract EVER awarded to CSCO! Gary keeps quoting this phantom 1 billion run rate but all the research indicates CSCO is not even registering on any market share analysis in the optical field. I am with you Zo.........only REAL contracts that are EXECUTED where you don't get kicked out (Sprint, Telia...heheh) should count -- everything else is a PR spin. Chamber is very desperate to try & bootstrap CSCO into a real player in the Carrier market as that is where the networking moolahs will be generated and the enterprise routers will become marginalized/commoditized like PC's and Modems!

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