Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (3104)	7/28/1999 4:59:00 PM
From: Mr.Fun	Respond to of 14638

Actually, I believe optical was up more than 70%. Customers are saying that the lead times on DWDM equipment from both Nortel and Lucent are over 9 months - eg. they are selling everything they can make. As for customers, Nortel, with its OC192 closed system is indeed the system of choice for new build terrestrial fiber networks - Level3, Williams, Qwest AND 6 out of 7 pan-european fiber build outs. On the other hand, LU is also growing more than 70%. Its flexible,high reliability OC48 modular system has been chosen by AT&T, BT, NTT, Telefonica, China Telecom, Global Crossing, Project Oxygen, etc. It is the system of choice for submarine fiber networks and for many incumbent carriers with messy fiber plants. Both companies have announced terabit-capable systems ahead of all competition. Nortel's OpTera with 160 channels of OC192 will be popular with its current aggressive customer base. Lucent's WaveStar1600 featuring 40 channels of OC768 will also find enthusiastic customer support. I believe both companies will be able to sell everything they can make for several quarters. Left in the dust: Ciena, Alcatel, NEC, Pirelli, etc.

To: Kenneth E. Phillipps who wrote (3104)	7/28/1999 5:03:00 PM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 14638

Nortel is now the undisputed leader in supply optical networking gear. Hold on now... That sounds a little euphoric to me. Im glad you had a great day. NT is a good company. I dont want to sound like a basher but that CIBC upgrade could be a sell on the news signal. I know I might catch some flames but it is a cautious word to the wise from a LU shareholder that has been in networking stocks heavily the past 2 1/2 years. Just my 2 cents. Again, congrats on a great day! (Good luck with your optics, we'll be watching! ;O) ) nwfusion.com Level 3 spends big to boost IP voice service By DAVID ROHDE Network World, 06/28/99 BROOMFIELD, COLO. - Emerging long-distance carrier Level 3 last week announced a big purchase of new IP voice equipment and software from Lucent. But Level 3 officials conceded their firm's long-awaited packet-voice service is still in testing and pricing is not set. Level 3 will buy a minimum of $250 million in Lucent products, including Lucent's new Softswitch. That product is Bell Labs-developed carrier-class software that mimics advanced features of the public telephone network, using signaling and database look-ups, but is based on packet switching. As a result, users will be able to employ ordinary 1+ dialing, call waiting, call forwarding, calling cards and the like, which have been mostly lacking in public IP telephony offers. Softswitch is in beta testing, and Level 3 will roll it out across the carrier's net in the second half of the year, says Level 3 Senior Vice President Ron Vidal. But Level 3 officials were not prepared to say if the service would be priced on a typical per-minute basis or some other way. "We're going through a whole review on this," Vidal says. "The initial pricing structure may or may not be revolutionary." Voice services prices should go down over time because the services will not be based on tied-up circuits. "We intend to drop the price 30%, 40%, 50%, 60% per year," says Level 3 Vice President Josh Howell. "We may even give voice service away as part of a different service." Time is of the essence for Level 3's IP Voice service, which officials have been talking up since last year. Consumer long-distance is below 10 cents per minute, and corporate long-distance on negotiated contracts is close to 5 cents per minute, with huge firms and the government already paying less. Level 3's deal with Lucent - announced by the companies' respective CEOs - Jim Crowe and Rich McGinn - could run as high as $1 billion, depending on how demand shapes up for Level 3 services. o