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

To: jack bittner who wrote (3940)	12/14/1999 9:14:00 PM
From: Kenneth E. Phillipps	Respond to of 14638

Jack - You raise some very interesting questions. In the near term, it is very possible that LU benefitted more from the ASND acquisition than NT did from the Bay acquisition. Of course, LU paid a lot more. ($20 B v $7 B) The two companies had quite different product lines. Bay had a significant presence in the enterprise space with routers and switches. ASND was strong with remote access product and ATM core switches. We should not make the mistake of evaluating the Bay acquisition solely in terms of Nortel's business in the enterprise sector. Bay has made, and will make, a big difference in the development of new IP products for Nortel. The Versalar Switch Router, VPN sales to carriers, Open IP routing code, cable network products, wireless internet etc have all benefitted from the Bay acquisition. In my opinion, Nortel has developed a broader portfolio of data networking products then Lucent. Just my opinion though. I do have a bias. I am certainly more familiar with Nortel products than Lucent products. kep