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

To: Kenneth E. Phillipps who wrote (4772)	2/10/2000 4:52:00 PM
From: Bosco	Respond to of 14638

G'day all - hi Ken, I wouldn't worry about it. CSCO went to MOT for wireless expertise. MOT probably sees a hedge in the NT deal. Mind you, MOT and NT are sort of a competitor in the wireless arena. Unholy alliances <G> are more a rule than an exception. Mr Chambers obviously needs to make the Sound and the Fury, but this is no more than the good o Kissinger's balance of power gambit best, B

To: Kenneth E. Phillipps who wrote (4772)	2/10/2000 4:58:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 14638

Does anyone have a target price for NT in US dollars? Go NT!!! Cheers, Mephisto

To: Kenneth E. Phillipps who wrote (4772)	2/10/2000 5:58:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

Interesting outcry from Chambers! Mabye this Open IP is not all smoke & mirrors as Gary from Cisco continues to claim........

To: Kenneth E. Phillipps who wrote (4772)	2/10/2000 10:21:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 14638

Kenneth, may i ask your thoughts on a brief article in Forbes' ASAP by George Gilder, titled "A Death Foretold"? says sonet will die and its demise will "suck ... cisco, nortel, lucent, att, amcc and pmc sierra into its downward spiral, unless they fully commit to ... the all optical network." "nortel (commands 41% of ... sonet ... and lucent ... 33% ... will have no buyers for this gear" he does grant that in yr 2000 the sonet market will (explode) to $10 billion ... "right before it collapses". he also grants that "... nortel with its powerful acquisition, Qtera, is now trying to eliminate everything but the optical layer from the center of the network." so our boys are in there with the new pioneers. if he's right about the 41% and the $10 billion, nt will take in $4 billion in sonet revenues this year, over $3 billion more than 1999 as i recall. in my experience nothing goes from 10 billion to zero or even from 10 to 1 in one year. putting that aside, what do you think of gilder's statement that "ciena (and others) are driving sonet to the edges of the network, where it will whither." i have read much elsewhere that sonet must go because it is a photonic choke-point. but what in your opinion, Kenneth, do ciena, scmr etc have technologically that nt does not, that nt will not in fact lead the charge - with qtera - to create the all optical network? what special technology of ciena, scmr etc. do you think he refers to when he writes that these others are "driving sonet to the edges ..."