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Technology Stocks : Nortel Networks (NT)
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To: The Phoenix who wrote (7376)10/24/2000 12:53:56 PM
From: Ian@SI  Read Replies (1) of 14638
 
I think a company - long term - has to be focused on service delivery to succeed. I think CSCO understands this model as well - perhaps better - than anybody.

What do you mean by this statement? It's the voice side that's had bulletproof service; the data side came out of a "who cares if it works, it's only back office stuff anyway" attitude.

I've suspected that this may well be one of the prime reasons that CSCO hasn't been terribly successful in the carrier space one in which ALA, NT and LU are more in sync with their customer's culture and business requirements. LU just missed the boat on the transition to a data architecture. But there'll probably be more boats in the future for LU to either miss or take advantage of.

Or do you have a different definition of service delivery?

Curious,
Ian.
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