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

To: Curtis E. Bemis who wrote (5210)	3/29/2000 8:40:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

Curtis, It seems to me the core router business will be very competitive between Cisco, Juniper, Lucent, Avici etc. The competition should result in relatively low margins. NT would do well to stay out of this competition. They will market the Versalar 25000 as part of the OPTera suite and claim it works better with OPTera but that remains to be seen. Yes, carriers do like multiple vendors and it looks like there will be multiple vendors of core routers.