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Technology Stocks : Nortel Networks (NT)

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To: Kenneth E. Phillipps who wrote (1521)	12/3/1998 7:37:00 PM
From: Paul Fine	Read Replies (1) of 14638

Ken- I like to be as optimistic as the next guy, but I don't see how the Del'Oro numbers look good for NT? Yes, the strategy to move from straight data to voice/data is where NT says they want to be(as do all major competitors), but the current results for 3rd qtr'98 vs previous qtr show NT not doing much. Cisco still dominates the routers, growing $96MM to NT's +$11MM and for RA NT revs fell $5MM, resulting in a 5th place finish and a meaningless share of less than 4%. All in all, these two segments are not NT/Bay areas of strength(regardless of the Wellfleet heritage in routers). Hopefully, they will continue to make gains in other, larger segments where they have a point of difference(as in the $154MM Brazilian telco deal). Just my opinion, of course. Paul

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