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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (9760)2/15/2001 8:51:15 PM
From: Clay Takaya  Read Replies (1) of 14638
 
Ken,

Read that article I posted from Light Reading which featured this quote:

Nettles has no truck with those who claim carriers are unwilling to make the shift. "That ten customers have decided to replace their Sonet gear with [Ciena's] CoreDirector -- a radical change in architecture -- shows that they're not only willing to change to next-generation equipment, they're openly embracing the change," he says. "The combination of runaway [expenses] and diminishing revenues [from existing infrastructure] is driving them to use new solutions."

I am not speculating here. This is how I read the gist of the article along with the repost from John. What is your take on it?
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