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

To: William F. Post who wrote (4920)	2/25/2000 4:14:00 PM
From: zbyslaw owczarczyk	Respond to of 14638

French Business Briefs: Alcatel In Optical Deal With DT Dow Jones Newswires -- February 25, 2000 PARIS -- French engineering group Alcatel SA (ALA) will develop the first phase of Deutsche Telekom's (G.DTL) new optical network. Alcatel said Friday that the investment is worth several hundred million euros. Global One, France Telecom's (FTE) businss telecommunications unit, has received a $40 million contract to supply a secure 60-site intranet network for the European Union Commission, with the first sites to be in operation from May. French luxury goods group LVMH Moet-Hennessy Louis Vuitton (LVMHY) has acquired U.S. cosmetics group Urban Decay for an undisclosed sum, LVMH said. Urban Decay products are sold in the U.S., the U.K., Hong Kong, France and Japan. French food group Eridania Beghin-Say (F.BSA) is considering selling its herbs and spices unit Ducros, the group said. Banks Lazard Freres and Mediobanca are in charge of identifying potential buyers.

To: William F. Post who wrote (4920)	2/25/2000 11:26:00 PM
From: Mare Britton	Respond to of 14638

The timing of NT's price swings always make less sense to me than other stocks'. Left an ugly red mark in my end-of-day portfolio. but I'm sure next week will rectify this. cheers, Mare

To: William F. Post who wrote (4920)	2/25/2000 11:41:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 14638

Intersting article depicting the race in the 192 space. zdnet.com Lucent Launches 10 Gig Blitz By Joe McGarvey, Inter@ctive Week February 24, 2000 10:49 AM ET Leapfrogging competitive offerings in the high-end optical networking market, Lucent Technologies Wednesday, Feb. 23, unveiled a comprehensive family of optical transport gear that moves data at speeds of up to 10 gigabits per second. The new gear, primarily aimed at the metropolitan and local access portions of the public network, eclipses existing OC-192 (10-Gbps) offerings from market leader Nortel Networks, according to analysts. "You can look at it as the next-generation of 10-Gbps platforms," said Michael Arellano, an analyst at research firm Degas Communications. "You can do some things with the Lucent product line that you can't do with Nortel's gear." Lucent officials claimed that the new equipment is able to provide similar capabilities as equipment from its chief rival while consuming about 40 percent of the power and space that is needed to house Nortel's gear. The centerpiece of Lucent's eight-product unveiling is the WaveStar DataExpress 10G, which is designed to provide local service providers with a mechanism for packing broad streams of Internet Protocol traffic onto an OC-192 pipe. The DataExpress is equipped with Gigabit Ethernet interfaces, enabling enterprises to plug high-speed local network gear directly into the 10-Gbps connection. The remainder of the product announcements included OC-192 Synchronous Optical Network multiplexers and a variety of interface modules that demonstrate Lucent's ability to link its transport gear to other systems in its product portfolio, such as the high-speed router acquired with the purchase of Nexabit Networks. One of the most strategically important aspects to the product announcement is that Lucent now offers service providers multiple high-speed options and the opportunity to scale their networks as needs demand, said Dana Cooperson, an analyst at research firm Ryan Hankin Kent. For Lucent, the announcement also answers criticisms that the networking giant was unable to meet demand at the high-end of the optical networking market. Nortel, which was much faster to recognize the need for 10-Gbps equipment, has already shipped considerable amounts of high-speed optical gear and has enjoyed recent success on Wall Street by exploiting its advantage over Lucent. With Wednesday's announcement, however, Lucent appears to have raised the bar in the OC-192 space. Analysts said this sort of leapfrogging between Lucent and Nortel has marked the optical transmission industry in the past and is likely to continue for the foreseeable future. "These are the two companies that have the broadest product lines and are most capable of providing services," said Hillary Mine, an analyst at Probe Research. "I would put them in the same class."