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 : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (36756)	5/31/2000 12:32:00 PM
From: teevee	Read Replies (1) \| Respond to of 77400

Techplayer, Nortel has been investing heavily in optical research, technology and product development for over 5 years now. Market leadership with 65% or more market share and growing doesn't happen by itself. You can be sure that Nortel will be protecting and guarding its patents now that old technology companies like Cisco and Lucent and other Johnny come lately's are trying to play catch up with their check books. The future is optical/photonic systems and the future is now. Nortel owns that sector. teevee

To: Techplayer who wrote (36756)	5/31/2000 12:33:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 77400

Techplayer, you mentioned that Nortel does not have a box to compete with Cerent, Cyris, Chromatis etc. I think you are correct about that. Does Nortel have to compete in that space. Can't they just let Cisco, Lucent and the startups battle it out in the metro access market? Wouldn't Nortel continue to dominate in metro core and long haul?