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

To: Bill who wrote (5115)	3/23/2000 9:55:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 14638

"you know that all those dacs units will soon be displaced by next generation optical switches. The replacement dynamics are very compelling." e-Bill- We're getting cross-connected in our postings.<g> IMO what you write above, in the first sentence, is the $64,000 question. Similar to the line that ATM is dead. SONET is dead. My feeling is legacy counts. But it's just IMO. And I always keep an open mind. Can you add some more color to your statement about, "replacement dynamics." In other words, how goes a decision a carrier has to make between the two? I'd be interested in understanding your point of view. Thanks. -MikeM(From Florida)