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

To: Techplayer who wrote (5342)	4/16/2000 9:15:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 14638

Thanks Techplayer..........that's good information. Will wait and see. What do you think about their technology? Seems to me, they are going at the Optics in a different way than NT, LU, CSCO and others. My understanding without having done a lot of DD is that SCMR does not do optics transmission or eve optics switching. They are more into delivering and managing capacity on a real-time basis in an Optics platform. So my impression is that SCMR is more into trying to make the existing optics network MORE EFFICIENT by managing the traffic more intelligently. How they do that and whether NT or LU has similar technology is what I am not sure. I am not even sure if most of their proprietary technology is based on HARDWARE or whether it's more SOFTWARE that gives them the edge. Any input as to what/how SCMR is competing in the optics and what their long-term outlook is?