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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (10024)	2/21/2001 12:22:15 PM
From: telecomguy	Read Replies (1) of 14638

That's reassuring. Connect PX is important not so much because it represents such a huge potential % of future revenue but it is the last remaining technological hurdle to allow NT to offer a true all-optical end-to-end network. Mind share is quite important as well as the fact that Connect PX will pull in other product sales if NT can deliver. Having said that, if Connect PX truely delivers on it's promise of removing the last bottleneck in the long-haul transmission, allowing NT customers to offer virtually unlimited bandwidth in their backbone, the Carriers are going to have to quickly figure out how to GENERATE revenue from all this capacity & speed they are going to end up with. On one hand NT has to lead and build all optical networks for their customers. But when they do that and unleash the full potential of all-optics switching, the question still remains as to how the Carriers will leverage that technology into $$$. Any ideas?

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