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To: RR who wrote (9243)3/25/2000 1:09:00 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 35685
 
after the Bell Canada divestiture of Nortel
NT will outperform CSCO by 2:1 in future months/ years

Nortel will be to networking in y2003
what Cisco is to networking today

Nortel's supporting cast will include a very strong Uniphase, with Ciena and Lucent fighting, and Lucent desperate to shed its old business

if Lucent fails to sell or spinoff its old circuit switching technology, I expect LU to become a semi-strong alsoran

expect very heavy demands on bandwidth that Cisco cannot meet
its Cerent SONET fiberoptic strategy is perhaps the most pathetic investment I have ever seen by a major tech force
like buying a souped up Volkswagen to compete in Indy500

then comes TelePresence, yeah baby
AOL downloads of Playboy Bunnies in 3D
where is my Virtual Reality helmet?

Jill is looking backward, you are looking forward
/ Jim