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

To: Mr.Fun who wrote (5858)5/19/2000 1:14:00 PM
From: Gregory Rasp  Respond to of 14638
 
Mr. Fun, thanks for the clarification. I always like to see tidbits about LU, CIEN, GLW, SCMR, JDSU and the other optics/telecom players on the NT thread. It helps us stay abreast of the competition. When we degenerate into 'my stock is bigger than yours' arguments most people lose interest rapidly.

GR



To: Mr.Fun who wrote (5858)5/19/2000 1:15:00 PM
From: Bill  Read Replies (2) | Respond to of 14638
 
According to Delloro, NT owns 95% of OC192 market. SCMR and CIEN do NOT see LU competing in long haul. So what are we to make of your rosey picture?



To: Mr.Fun who wrote (5858)5/19/2000 3:12:00 PM
From: Bill  Respond to of 14638
 
Did you see this?

"NT is the competitor we are seeing the most, by an order of magnitude or more ... across the board, metro to long haul ... We see Lucent less than we did two years ago...

Message 13737037


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