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

To: MikeM54321 who wrote (4671)	2/3/2000 12:59:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Mike - here is the memo - "exclusive distribution rights" does not necessarily mean profits. I understand that Nortel owns 7/8 of the joint venture known as Arris. Memo of Understanding of 12/3/98 between Antec and Nortel - As currently envisioned, ANTEC will receive exclusive distribution rights for all Broadband Technology's products to all United States Cable Operators while Nortel Networks' will have exclusive distribution rights outside the United States and to non-Cable Operators in the United States. ANTEC and Nortel Networks also plan to enter into a joint marketing agreement whereby Nortel Networks will promote sales of other ANTEC hybrid fiber coax products outside of North America that are required to build and support broadband network operations.

To: MikeM54321 who wrote (4671)	2/9/2000 1:58:00 PM
From: DenverTechie	Read Replies (2) \| Respond to of 14638

NT has a rather extensive DLC product line that is definitely a significant part of the product line. Although it seems the optics part of the business gets all the press these days, the DLC and other standard access products in the NT line should not be considered lightly. Primarily, the products of interest that are in the DLC (digital loop carrier) family of products are the: AccessNode AccessNode Data Direct AccessNode Express AccessNode Full Services Terminal AccessNode LAN Module AccessNode Rings Each of these fits into a particular part of the network, typically capacity sizes and price points. It's a big part of their business. I don't think it's what's driving the stock right now, that's the optics. For a full understanding of the depth and breadth of NT's overall access product offerings, go here: nortelnetworks.com