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

To: Kenneth E. Phillipps who wrote (5619)	4/30/2000 1:27:00 PM
From: Gregory Rasp	Read Replies (1) \| Respond to of 14638

Hello all. Not sure if this has been posted but there were some references to Nortel in the JDSU conference call. Thanks to pat mudge from the JDSU thread for transcribing the comments. Q: On competitive landscape and optical switching, Nortel Xros, did you evaluate these? A: What is important is that JDS Uniphase mfg and designs components and modules, Nortel's acquisitions are systems. Our desire to remain a component and module mfg. Chronos supports that. In our search with respect to one, we look at desired plans of other companies and how strategies work. Chronos acq. is a perfect fit. We're a supplier to these others. Q: H&Q: Migration to higher speed, when cross-over pt. from OC48 to 192? What about 768 and what product gaps? A: 192 and 768 will be 3 or 4 years before it really comes on. Holy grail today is to increase wavelength management. Customers working on 40 gig systems. We're providing some products. Modulators, receivers, etc. Very much consistent with past practices. By time market develops we're ready with prototypes and manufacturing. Migration from 48 to 192, NT sets the standard. All other customers are migrating in respect to that for long haul transmission. Unit volume cross-over, this year, for sure. OC-192 is the standard to go to. Very much this year. Message 13498179 GR