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Technology Stocks : Nortel Networks (NT)
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To: gbh who wrote (7806)10/28/2000 9:21:40 PM
From: Techplayer  Read Replies (1) of 14638
 
gbh, Since the expenditures so far have been primarily in the long haul and metro core space and not metro access, how can the companies see a return on their investments until they can deliver services and performance to the actual consumers? The spending has to continue until the networks are complete. Morgan stanley hhad a report out early this year that outlined this very fact. They believed that this was the year for the core while next year and until at least 2004 was for the access market. The access spending will exceed core spending by the time that it has been completed by a large margin.

In regards to NT, they need an access product, whether homegrown or via acquisition. one of the first (if not the first) to market with shipping, selling product is Astralpoint. tp
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