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 (5841)	5/18/2000 10:23:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 14638

Ken, Thanks. That should come as no surprise since NT is the optical networking revenue leader. I would obviously not dispute that. One of the reasons that i remain in LU is the breadth of products. As Mr. Fun has point out, LU's growth is coming from several areas going forward. If LU remains 1, 2, or 3 in most of its offerings, the company will do well. Did you take a look at the product descriptions that I posted you earlier? Tp

To: Kenneth E. Phillipps who wrote (5841)	5/18/2000 10:24:00 PM
From: Kenneth E. Phillipps	Respond to of 14638

Copied from Ciena thread: To: vvargesmd who wrote (8917) From: James Fulop Thursday, May 18, 2000 10:15 PM ET Reply # of 8919 >>Did anyone hear anything negative or is just my impression that it all looks as good as possible?<< I think the following post from Ph_Wilson over on Yahoo sums up any negative facets to the call... >>Most interesting CC comment in my mind was perhaps the one that was most off-topic, and was spoken during Q&A: "NT is the competitor we are seeing the most, by an order of magnitude or more ... across the board, metro to long haul ... [and here's the whammy] "We see Lucent less than we did two years ago ... we don't see many of the new entrants talked about in the marketplace much at all." (these are close paraphrases if not exact quotes) Very g. conference call. only negatives seemed to be 1) EdgeDirector underperformance (eventual phaseout?), 2) systematic deferral of revenues for CoreDirector due to testing complexity (minor), 3) small shortage/price increase pressures for electrical components (also minor, these comprise a small % of material costs, so even large % increase will not have much impact on bottom line -- only out & out lack of supply would be a factor -- and they stated they "have not & do not expect they will lose any sales due to this," 4) delay of implementation of a featureset due to mfg capacity concerns (my impression is, it was no worth the risk of upsetting the boat to get these limited-demand features in the product). Very nice.<< messages.yahoo.com.

To: Kenneth E. Phillipps who wrote (5841)	5/18/2000 10:34:00 PM
From: Bosco	Respond to of 14638

Hi Ken - I wouldn't play too much attn to that kind of statements. Sure, in a way, it is flattering, it is a way to say "we are aiming for number 1." Seriously, who isn't :)? So long as Mr Roth & co keep the eyes on the ball and maintain healthy respects to all potential challengers, she should continue to gain grounds in both optical and non optical markets! best, Bosco