Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bosco who wrote (4029)	12/27/1999 11:15:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Bosco - That is a really terrible article which presents a totally untrue picture of Roth and Nortel. Some glaring examples of inaccuracies are the following: The optical systems move the bits, but the more important strategic manipulation of those bits happens a few layers above that, and it is not a Nortel strength. But Roth, while pragmatic and business-case-oriented, failed to paint a convincing picture of Nortel as a provider for that e-commerce infrastructure, except at the lowest levels. The CEOs pick at each other, skillfully and subtly, but almost always it comes down to Lucent versus Cisco. Nortel and 3Com will be forces to reckon with, particularly within their stronghold markets, but they'll be reckoning according to rules set by Lucent or Cisco. The article does not mention that Nortel is the only one of these companies with a product like Shasta which allows for provisioning of unique services. The article does not mention Nortel's leadership in VPN. The article portrays Roth as very "old world" and conservative whereas he is "new world" and aggressive. The article says Cisco and Lucent set the rules but what about Open IP?