Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (6458)	8/5/2000 4:42:06 PM
From: peggylynn	Read Replies (2) of 14638

Ken - Regulators, committee standards, politics and international trade organizations are the ultimate rulers in the carrier network space. It is quite difficult to imagine circumstances where an open proprietary architecture won't find its bully power extremely limited in the reality of that environment. JMHO, but I can't help but wonder if a worldwide networked environment will not deal with a proprietary moat the same way the Net deals with censorship - by quickly and efficiently routing around it. It is my understanding that even Open IP is envisioned as a cooperative effort enabling developers to get their products to NT's customers faster and cheaper with the intent of growing profits for all. This would be a sharp contrast to the competitive tactics of traditional gorillas such as MSFT and CSCO. NT faces risks in determining priorities and their timing, completing the change in corporate culture and, most importantly, maintaining first mover advantage as new opportunities present themselves. At this point, it seems to me that NT's future success remains an execution game rather than a gorilla game. I see no particular reason to be concerned about the G&K's thread's opinion on NT's status one way or another at this point in time although I find the thread highly informative concerning competitive advantages. The gorilla game will apply when and if JR is successful in intertwining NT's business with that of both its customers and developers (something similar to what SEBL does in CRM). NT is certainly headed in the right direction and gaining momentum at a startling pace but it does seem a bit premature to declare any sort of gorilla-type victory. That said, I find Johnson's statements peculiar enough to wonder if he hasn't assigned gorilla status to some of the stocks he mentioned on the basis of his holdings rather than the application of carefully considered gorilla metrics or serious DD regarding the carrier space. I remain very uncomfortable about both Johnson's word definitions and the process by which he reached his conclusions. Telcomguy's take on the definitions of "proprietary" and "open" seems right on the mark to me. - peggylynn

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