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

To: Kenneth E. Phillipps who wrote (4786)	2/12/2000 8:56:00 AM
From: James Fulop	Read Replies (1) \| Respond to of 14638

Pardon this lurker for butting in here, but I have a question based on the last two posts. Your answer addresses the first part of the question: >>will Cien lead that charge and leave Nortel behind because they have technologies more efficient than Nortel's and because they don't have to lug around the legacy networks of the old telecoms? << But concerning the second part: What if the technologies were the same (and not better?) Isn't the second part of the question still operative? I am not saying they are the same, but I wonder what your response would be. Thanks in advance.

To: Kenneth E. Phillipps who wrote (4786)	2/13/2000 5:14:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 14638

<will have to fit with legacy equipment> that's a good point, Kenneth, and it would favor what corvis SAYS they have, because they say their Gateway and Optical Router are intended to be operable with the SONET rings ('though i'd,ve thought a true optical router would make the sonet rings redundant). it also makes the point that all of this may not happen as quickly as gilder and cohorts think - and maybe THAT'S what'll cause the drop we all fear - when all of us realize it'll be some time before all this experimentation and description turns into profits for our stocks. not inflation, not deflation, just impatience,