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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (6452)8/5/2000 1:10:44 PM
From: peggylynn  Read Replies (2) of 14638
 
Bosco - Do you think is is possible that Johnson is referring to SONET as "proprietary" and DWDM as "open" and that he thinks NT doesn't sell DWDM? This statement from the same article is what leads me to believe this might be the case:

Underlying all of this is the need for a robust, broadband, scalable core transport network. That’s where optics plays. In that space on the systems side, we believe that ONI Systems and Sycamore Networks are the Gorilla candidates. These two are wrapping software and switching onto the wave-division multiplexing capability.

It also sounds like Johnson is under the impression that ONIS and SCMR software can be plugged into any brand of optical switching hardware. Is that the case and are things as simple as Johnson implies? - peggylynn
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