Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: A.L. Reagan who wrote (9754)	2/15/2001 8:38:15 PM
From: Clay Takaya	Read Replies (2) of 14638

Read this repost Message 15360657 More specifically this quote: <<Nortel Networks also said spending on wireless networks remains strong.>> At this point IMO the evidence shows that NT is getting beat in long-haul optical mainly by CIEN. Customers are throwing out their expensive SONET conversion stuff and replacing it with DWDM switches which are cheaper and allow them to make money. I don't think you can make the case that wireless is a main component of this warning.

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