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

To: Kenneth E. Phillipps who wrote (3113)	7/28/1999 9:01:00 PM
From: Mighty Mizzou	Respond to of 14638

We're not criticizing you. Just pointing out an over statement. Dont be so sensitive. This is the 'net, be a man. THERE IS NOTHING WRONG WITH NT. GET OVER IT!!!

To: Kenneth E. Phillipps who wrote (3113)	7/28/1999 9:01:00 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

On July 15th, Analyst refers to Nortel's "leading position in optics". Looks like I am not alone in my opinion =DJ CANADA TIP SHEET: Altamira's Ainsworth Likes Nortel By Scott Adams TORONTO (Dow Jones)--Altamira Management Ltd. portfolio manager Ian Ainsworth is positive about the outlook for the Canadian market, given that prospects are good for Nortel Networks Corp. (T.NT), banks and resource companies. Ainsworth points out that Nortel and its parent, communications conglomerate BCE Inc.(BCE), represent about 14.6% of the Toronto Stock Exchange's 300 index, while all of theTSE 300's oil, gold, mining and forestry companies combine for about 19.5%, and Canadian financial services stocks, including Canada's big-five banks, make up 19.8%. "Right now, it looks like a lot of things are in favor for the Canadian market," Ainsworth said. Earnings growth is accelerating for resource companies because of a recovery in commodity prices, and Canadian banks and Nortel should have a good second half to the year as well. "We're looking at better earnings through a number of sectors that can drive the market," said Ainsworth, who manages the C$1.25 billion Altamira Equity Fund. Nortel Trades At Discount To Lucent, Cisco Among his individual Canadian picks are Nortel because it trades at a sharp revenue-to-price discount to rival communications equipment providers Lucent Technologies Inc. (LU) and Cisco Systems Inc. (CSCO). Nortel can narrow that discount as it improves its margins and its growth accelerates. "We think that can happen because of Nortel's leading position in optics," he said, noting that Nortel's enterprise and switching businesses are doing well also.

To: Kenneth E. Phillipps who wrote (3113)	7/28/1999 9:05:00 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hello all - Ken, yes, I agree everyone is entitled to one's opinion, unless that someone - not you - charged in to a thread wanting to pick a fight. My personal taste is that while hype and criticism are equally alright, especially if they are not done in a disruptive manner, I prefer they are supported by research. Instead of getting into a shouting match [I ve no intention to force my preference onto others though <G>,] here is the current status of DWDM CIEN - 40 Channels LU - 80 Channels NT - 160 Channels [note: this could be changed, since this information, working off on memory, is a number of months old.] If it is still current, certainly NT is scaling better than LU, who has frontrun its 80 Channels product at the expense of CIEN's business. If memory serves, there was even a discussion of DWDM of the above 3 in this very thread. Whoever who chooses to follow up with further research can search this thread with the keyword 'DWDM' good luck [and welcome] to those newcomers of this thread best, Bosco

To: Kenneth E. Phillipps who wrote (3113)	7/29/1999 11:12:00 AM
From: Martin Goldenberg	Read Replies (1) \| Respond to of 14638

Ken, I can not remember where I read this, but if my memory serves me correctly, Nortel has about 54% share of the North American Optical networking market. Their new Optera (DWDM) product should add to their leadership position. Martin

To: Kenneth E. Phillipps who wrote (3113)	7/30/1999 2:50:00 PM
From: G. Richmond	Read Replies (1) \| Respond to of 14638

KEP, Haven't been around these parts much lately but let me clarify your post regarding CEO of Nexabit, Mr Chatter. " Lucent actually has the leadership position. There are three elements of the core: optical, ATM switching and Internet protocol (or IP)routing. Lucent has leadership position in market size and technology of the optical element and ATM (or anynchronous transfer mode). Cisco clearly is the leader in IP routing -- in terms of market share, not technology. " First of all, Newbridge is the #1 in market position in Carrier ATM boxes. As far as optical, NT is #1 in OC192 or 10gig optical systems with in excess of 90% of the market. Scratch your head and wonder why Qwest, L3, Williams and others are buying NT optical gear, not LU if as Mukesh says LU is the leader. Based on these statements, Mukesh is showing his ignorance to the world around him. I for one fully expect we will see the departure of Mr. Chatter from his VP role at Lucent in the not to distant future as soon as his options vest. In the meantime, perhaps he will do more damage to Lucents credibility shooting off his mouth about things of which he knows little about. Mukesh is a great engineer so lets leave it at that. He is about to learn that a few hardware patents won't conquer the world. " Our only concern is Cisco (CSCO: news, msgs). Others we really don't consider rivals at all. " Amature... Mukesh may need to talk with McGinn as Rich was on CNBC last week calling NT a competitor. G