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

To: telecomguy who wrote (5344)	4/16/2000 10:53:00 PM
From: Techplayer	Respond to of 14638

telecomguy, You are right about your thoughts on SCMR. From what I understand, the major differentiators are in their software approach. Since most of the core team came from Cascade (optical expertise from MIT lincoln Labs), the core carrier competence is there as well. Revenue growth is large, but they are still being rewarded for that with the now reduced market cap of 11 billion. I am looking to add this week. I do like their prognosis and visibility in the community. tp