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

To: peggylynn who wrote (6455)	8/5/2000 2:39:07 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

peggylynn, you may be correct. I think I do remember reading something about each vendor's version of SONET being different from the other. In other words, you would not be able to insert a Lucent SONET link or Alcatel SONET link in a Nortel SONET network. I think that is because each of these vendors has their own network management system. This is not to say they are not interoperable. If that is true, then it seems that Nortel would be entitled to a gorilla status because switching costs are very high. Nevertheless, the people on the gorilla thread have steadfastly refused to assign Nortel a gorilla status and have insisted she is an OC-192 King.

To: peggylynn who wrote (6455)	8/5/2000 9:44:40 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi peggylynn - I don't know enough to give you any definitive response, but SONET and DWDM are 2 different segments, if Mr Johnson meant that, he would have a problem with the technology communities by confusing the issues, i.e., had that been what he meant, he should have said something like ONIS and SCMR were in a higher growth segment. I reckon the possibility that each of these 2 segments can be either open or proprietary, if they are applicable, but they are apple and orange to me. Besides, NT has both, so there is a concern there. Interestingly, I ve always got the impression that JDSU is the gorilla of the component biz. Chances are it still is, in specific component segments like pump laser modules etc etc. However, for the time being, NT [and I think LU too] has a higher revenue # than JDSU. Not sure if it is still true after SDLI though. So, how are we going to judge. Should NT be ignored b/c she is not a pure play. I understand people like Mr Johnson and Mr Gilder have a strong following, and, like it or not, there is a lot of self-fulfilling prophecy going on, but I simply think the world may not be so neat and tidy. Rather, product momentum should be one of the factors, albeit a major one, one considers. To me, one of the real traces of a gorilla is management. And I certainly think Mr Roth & co fit that mold :) best, Bosco