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

To: Kenneth E. Phillipps who wrote (3737)	11/10/1999 2:59:00 PM
From: Paul Lee	Respond to of 14638

ON24 Audio Investor Alert: Nortel Launches Assault On Rival Cisco --(BUSINESS WIRE)-- In a move intended to challenge rival Cisco Systems, Nortel Networks, the world's number two phone equipment maker, is slashing prices and allowing open access to its Internet networking technology. For the complete streaming audio story users should access on24.com. Ticker: (NYSE:NT) Company: Nortel Networks To personalize your free audio/video investor alerts visit on24.com.

To: Kenneth E. Phillipps who wrote (3737)	11/10/1999 3:33:00 PM
From: telecomguy	Respond to of 14638

Notwithstanding Gary's criticism (must be a Cisco shareholder?), this Open IP in my humble opinion is a great strategic move. Not only that, it is a logical development of the router market where a proprietary vendor creates a market unto themself, makes humougous profits, but does NOT innovate & secure their market. To me, this is going to open up the IP router market & do what IBM PC/Clone did to the proprietary Apple Computers who originally created the Personal Computer market. Probably in those days Steve Jobs was also pooh-pooing IBM/Microsoft's strategy of opening up the PC platform architecture to allow other hardware & application software vendors to build their product around the WINTEL platform. Is it possible that Cisco will also see their market share go down from 70% to whatever percentage of market that Apple commands today (under 10% probably)? I am sure Chambers understands this and in fact, he is probably counting his fortune that the opening up of the router market hasn't happened yet. Internet was created on open standard -- it is the essential nature of Internet and if you gave ANY Internet/router techies a VIABLE choice between proprietary system like Cisco's and an open platform that Nortel Open IP will spawn, guess where the geeks will migrate their development effort to. If executed and nurtured properly, this could have a huge impact on the Internet/Router industry not to mention network industry.