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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (9772)2/15/2001 9:42:24 PM
From: James Fulop  Read Replies (1) of 14638
 
>>I would be cautious about drawing an inference that all carriers or even most carriers will tear out their SONET networks and replace them with Ciena's product.<<

?? I was merely replying to your question about Ciena's CoreDirector customers. I don't recall stating anything of the kind. I suspect there is a bit of that going on, but until I can prove it I am not stating that to be the case. Perhaps you are confusing me with Jack and a number of others who have been citing Thestreet.com article written by Moritz that appeared tonight?

>>I have studied this area long enough to know that things are not that simple.<<

I agree 100%.

Edit: Okay, after reading a number of posts right before this one I can see that you are probably addressing the thread and not just me. Regards.
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