Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: FESHBACH_DISCIPLE who wrote (8541)	11/16/2000 3:02:29 PM
From: The Phoenix	Read Replies (2) of 14638

FESHBACH, I suggest you do your own business analysis. Like I said earlier, if you can't do your own research before posting then you shouldn't post. NT is far more broad than the narrowly focused SCMR, and CORV (do you even know what these companies do???). NT virtually owns the 10G long haul optical market - CSCO and ALA are not penetrating this anytime soon. CSCO has no fixed wireless presence whereas NT and ALA are strong there. NT has a huge set of incumebent customers which it can leverage - CSCO does not. ALA is not strong in the US - other than in the DSL space... LU... you don't even want to go there... I mean really now... Like I said FD... your ignorance of the market is pretty clear as is evidenced by your very question. Perhaps you should go look to understand what in fact is different between these companies. What are their execution strategies.. in which markets.. and how are those markets growing (or not), and what are the prospects for success for each competitor. Sheesh... spend some more time doing some work and less time posting useless unsupportable drivel on SI. OG

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