Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kenneth E. Phillipps who wrote (5545)	4/26/2000 1:56:00 PM
From: telecomguy	Read Replies (2) \| Respond to of 14638

Besides, there is lot of agreement among networking pundits that the line between Enterprise on-premise router and the public network will blur. If this were to happen, we would want NT to understand the enterprise migration onto the virtual private network through the Carriers (NT's customers) to insure they are fully involved from a technology point of view to take advantage. It is VERY DANGEREOUS in my opinion to walk away from the Enterprise market as LU is doing because the enterprises still probably generate 90% of the data revenue for the Carriers and what drives NT's customers should ALSO drive NT in terms of product R&D, design and implementation. So NT absolutely has to be involved in the router business because routers (or whatever hardware it will morph into) will simply become seamless extension of the carrier network. Ultimately, one has to view the Network as end-to-end meaning you have the core and the edge switches but you also have to be involved in the on-premise CPE stuff that actually delivers the final "foot" to the desktop application. If NT was not involved in that, it's possible to miss out on some significant opportunities due to lack of understanding of "functionality" requirements of the backbone/edge network. One of NT's strength is that it tries very hard to understand it's customer's networking needs. Walking away from the enterprise market would mean that NT will no longer be working very closely with the customer set that is driving their primary customer's networking needs. This is why, NT on the contrary CONTINUES to seed up & coming private companies -- to UNDERSTAND what is happening in the communication world so they don't miss out on a seminal development like Personal Computer as IBM did 20 years ago! Not everything in life can be valued based on numbers......