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

To: Cosmo Daisey who wrote (3711)11/9/1999 4:22:00 PM
From: Bosco  Read Replies (1) | Respond to of 14638
 
Hi Paul, Cosmo & all - well, next time y'know what we should do :)

C.D., actually, a minor correction may be in order. NT accounts for less than double digit of the whole of traditional router market. I am not sure how much the router contributes to NT's bottomline right now. If such an attempt can get NT into a more prominent position, it may be worth it. Still, it is no small change. Having said that, the counterbalance is the softwares embedded in every W2K OS [granted that there has been a ganging-up-on-the-richest-man fever right now@] and INTC's ambition in the networking market. I can see NT has gonna to *finance* its push into the software [CLFY and Open IP] with her windfall in Optical and Wireless positions.

best, B



To: Cosmo Daisey who wrote (3711)11/9/1999 6:03:00 PM
From: Gregory Rasp  Respond to of 14638
 
I will try to find hard info to dispute this but I think the claim that this is NT's "lead product" is incorrect. I think that routers are a relative sideshow for NT. If CSCO cut its routers by 50% I think that would be news. This is not IMO.

I think this is more concerning. It is a QWST story that hints at the loss of business from NT to LU when NT ran out of optical capacity.

Message 11851240

GR


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