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Technology Stocks : Nortel Networks (NT)
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To: Jules V who wrote (2199)3/12/1999 8:41:00 AM
From: Vahe  Read Replies (1) of 14638
 
Jules V,

"From an internal business perspective, I think you'll see five years from now that we are very much in the transporter/transmission business for th e service provider area, which we are just starting to get into with announcements last month. I also think we'll be participating in the networked Internet application area. Meaning, technologies that are very central to networking, such as messaging, will be technologies that will be in Cisco's portfolio.

In summary, you'll see us expand into all areas in the service provider area. We do not intend, incidentally, to be in the network and systems integration business. We expect our partners in the Internet ecosystem to grow and prosper in that environment. "

Is this an indication that Cisco will be a technology provider as opposed to a network integrator which is the role that Nortel Networks is taking?

Vahe
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