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Technology Stocks : SDLI - JDSU transition
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To: pat mudge who wrote (220)2/16/2001 3:22:33 PM
From: k_maxwell  Read Replies (1) of 3294
 
<<<<<The whole networking group is being shot with this Nortel news, yet interestingly enough if one reads Nortel's words, their problem is in SONET and with legacy based Telcos, not the all-optical area. Thus the opportunity I see that the market does not by not distinguishing between optical and SONET based companies.>>>>>

Which is actually what Gilder has been saying for years: SONET is ultimately doomed; CSCO and its routers, as well as the "copper cages" of the old telco establishment will be supplanted by the all-optical network, piece by piece, from the edge inward.
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