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Technology Stocks : Nortel Networks (NT)

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To: hari t who started this subject	7/14/2004 9:04:54 AM
From: Cooters	Read Replies (1) of 14638

An interesting comment about demand from a Juniper report today: ---- Tightening Service Provider Routing Capacity. Adding to this strength is the inexorable building pressures on the routed backbone and edge routing infrastructure as data traffic continues to out pace the growth of network capacity at the routed level. On the call Juniper noted the growing tension in the network capacity, which resonates with similar comments from Cisco and Nortel (NT--$4.76, 2S) made at the recent SuperComm trade show. We consider the Nortel comments most interesting because they came from a product manager of an application product, which "is seeing difficulty in implementation and higher quality of service requirements due to the tightness in routed networking capacity". This Nortel manager had no axe to grind in the router market and the comment was strictly in the context of VoIP deployments.

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