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

To: Bosco who wrote (5098)	3/22/2000 2:15:00 PM
From: Kenneth E. Phillipps	Respond to of 14638

Bosco, Thanks for that link. Looks like Nortel will be first to market with 10 Gigabit Ethernet.

To: Bosco who wrote (5098)	3/22/2000 2:17:00 PM
From: telecomguy	Read Replies (2) \| Respond to of 14638

Looks like LU is going through another meltdown. Is it because market realized that the huge run up from the Enterprise spin-off didn't actually change anything for LU (in fact it may be weakening LU's position if NT's strategy of integrating Enterprise router technology into the public network infrastructure). Or is it because of the recent deals (Xros, Coretek) which will weaken LU's advantages in those optics niche? Or is it because of further leakages that indicate more market share erosion problems at LU as NT continues to "drive a truck" through their market share -- especially in the key Optics space? Probably combination of all three I suspect?