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Technology Stocks : Nortel Networks (NT)

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To: Bill who wrote (6712)9/6/2000 12:34:17 PM
From: telecomguy  Read Replies (1) of 14638
 
Besides, Protocols are STANDARDS. They are not the underlying TECHNOLOGY. In the end, ATM, IP, TCPIP, Ethernet, etc.etc. are all communication protocols.

What is more important is the underlying transport technology which actually carries the BITS. This is where the rocket science meets the engineering meets the Carrier networking requirment.

At the Carrier level, there is lot of debate whether IP is necessarily the holy grail or nirvana that the IP pundits are claiming. When it comes right down to it, protocols are not what NT is about.

NT is PROTOCOL and STANDARDS agnostic. NT will deliver ATM, IP, GSM, CDMA etc.etc.etc. as the customers request all over their super-fast transport, switching, & access technology.

CSCO doesn't build the core of the network (so far). CSCO is at the edge. They have shown no evidence that they can play with the big networking boys. Not saying they never will -- just that I haven't seen it yet and the Carriers are not jumping over to give CSCO major buildout contracts.
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