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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (615)	11/10/1999 10:16:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 1817

Jill: This looks like a major step vs Cisco. As you probably already know, Nortel picked up Bay Networks and is in the process of conversion from a major overall telecom equip supply company similar to (but smaller than) Lucent, to put meat on the bones of their new name Nortel Networks. This looks like a major additional step in that direction. The relationships with Intel and Microsoft make this worth watching IMO. Nortel already supplies equipment for something in the order of 90% of the fiberoptics backbone in the US. This is a move toward supplying the means to use that backbone (run by various operators) more efficiently. This relates to the "highway" for e commerce. Is it e commerce in terms of interest here? If so, does Sun Microsystems qualify as an e commerce company of interest here also? Both seem to me to be in the business of providing the means to move e commerce efficiently. Best. Cha2