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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (7150)10/2/2000 10:09:47 AM
From: telecomguy  Read Replies (1) of 14638
 
And if C&W invests $$$ to make their network more efficient (i.e. lower cost per bit), how can their competitors sit still? They CAN'T otherwise they will go out of business.

It's like Ferrari buys a new-technolgy based engine from an engine specialist which gives them a 20 mile an hour advantage......how likely is that Williams, & other Racing Team can avoid investing in the same technology? Without the new engine, Ferrari wins hands-down.

Perhaps the analogy is not as simple but it's clear that as we move to integrated app's, it will be very difficult for the Telcos/PTT's to avoid upgrading their network in order to offer new products/services and compete on an equal footing.......meaning big upgrade deals for capable vendors like NT (and even LU to a certain extent).
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