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

To: Kenneth E. Phillipps who wrote (4279)	1/19/2000 12:11:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 14638

Kenneth, VPN is one type of service - true. But this I think is another case of someone entering the middle of a discussion. The disagreement between telecomguy and myself revolved around carriers and their revenue streams. His contention is that the infrastructure is costly to deploy and maintain and the only way to pay for this is to charge for connectivity and bandwidth. My contention is that the connections eventually will be very inexpensive - if not even free and that carriers will generate revenue based upon a set of services that a customer buys. VPN is only a small example. One should included hosted apps (ASP's), Multicast services, Web hosting, SLA's, etc.. I'm sure you can think of at least 10 of these that would apply. But, even from a more rudimentary view... you'll pay "x" for internet access, "y" for video streaming - perhaps on a per session basis, "z" for calling - and there are probably 100 different ways to charge for services here... the list goes on. So, the discussion is not really focused on the kinds of services or solutions communications vendors offer but is more targeted at carriers and the way they'll differentiate themselves. Oh.. fwiw, NT doesn't sell bandwidth or services. They sell the equipment which allows carriers to deploy bandwidth and services. NT is an equipment provider...unless they recently went into the services business when I wasn't looking. OG

To: Kenneth E. Phillipps who wrote (4279)	1/19/2000 12:26:00 PM
From: Bosco	Read Replies (2) \| Respond to of 14638

Hi Ken - speaking of VPN, it is an interesting case study. NT has moved into VPN awhile ago. LU only to improve its offing last week [offhand, I don't remember where I read it, maybe a PR or in Computer World.] And today, CSCO bought 2 firms, one of them is doing VPN. In the mean time, NT is going into CRM [CLFY,] long haul [Optera] and various facets of ASP [like her stake in PRISM etc] But one mustn't forget the big picture, leveraging her optical and wireless backbones are the ticket to anchor her various business units. best, Bosco