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

To: Kenneth E. Phillipps who wrote (4899)	2/24/2000 10:04:00 AM
From: Bosco	Respond to of 14638

G'day all - hi Ken, I also agree. The only qualm [not about your response, but to the analyst's speculations] is that this is so common sense that would these analysts need to go to B schools and get paid megabucks to say something like that <g>? I mean, look at CSCO, it got a 1st mover advantage in the router and now IOS is so entrenched. I think NT has a good shot. Having said that, it is imperative that NT does not have a let down right now. It is still wide open, only that NT has a slight advantage. But if she can exploit that opening, it will be fantastic! best, B

To: Kenneth E. Phillipps who wrote (4899)	2/24/2000 10:28:00 AM
From: SJS	Read Replies (1) \| Respond to of 14638

We'll that's the question that I threw out for speculation. Part I is: Is Nortel? And you seem to think so. I didn't know, so you're affirmation is good news that they at least have a toehold into the optical management space. Part II is: Who else? What is LU doing, or CSCO? Steve