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

To: jack bittner who wrote (5330)	4/16/2000 8:20:00 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi all - Jack, Ken is more qualified to answer your queries, but BAY goes deeper than the surface evidence of revenue growth in the IP segment. By that I mean the merger is indeed a powerful synergy of 2 incomplete companies with tremendous potentials. While fiber optics is all the rage, as many people have suggested here already, dark fiber w/o intelligence is fairly meaningless. I cannot speak for Ken, but I think BAY has not only brought with her the IP competency, but also a whole mindset and a way to cross pollinate technologies. I don't know too many people working at NT, but the very fact that NT, including BAY, people are now taken seriously has powerful psychological ramifications. I do not think NT could have been here w/o BAY acquisition. Therefore, this is my argument that breaking it out is not the way to measure it Just my take best, Bosco

To: jack bittner who wrote (5330)	4/16/2000 8:53:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

How is Bay paying off, Kenneth? Jack, Bay is paying off in IP product development. Examples are the Versalar routers, Accelar 8600, Packet Core, Open IP Environment, Optical Ethernet etc. Acquisition of Bay with its IP expertise allows Nortel to develop integrated products which integrate IP with ATM, Optical, Wireless products. Nortel was about one year ahead of Lucent in gaining this IP competency and paid far less. ($7 Billion for Bay vs. $24 Billion for Ascend)