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

To: Bill who wrote (4875)	2/22/2000 3:18:00 PM
From: Kenneth E. Phillipps	Read Replies (3) \| Respond to of 14638

Bill, you should read this post copied from the Cienna thread. Apparently MSDW does not think Nortel is one of the top picks in optics. To: James Fulop who wrote (8149) From: James Fulop Tuesday, Feb 22, 2000 1:05 PM ET Reply # of 8159 I found the following post over on the JDSU thread-I think it may be something different from the rating MSDW gave recently...anybody have access to it? Thanks >>WOW. If you haven't seen this report from Morgan Stanley, you should most definitely get a copy, dated 2/14/00. Here's the comments on the cover page: Technology Telecom Equipment - Wireline The Optical Networking Report The Ultimate Internet Infrastructure Optical Networking, we believe, is the Ultimate Internet infrastructure. We expect investors to view this as a must own sector. The optical networking market is forecast to grow from under $4 billion in 1999 to $14 billion in 2003. Our top picks are Ciena, E-TEK Dynamics, JDS Uniphase, Lucent, and Sycamore Networks. This report discusses iihot topicsle in optical net-working, including the Metro DWDM market, new optical switching technologies, and intelligent optical networking. This report mentions over 80 public and private companies, including next generation equipment start-ups and smaller component manufacturers. They are indexed at the end of the report.<< Message 12937830