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

To: telecomguy who wrote (6465)	8/6/2000 5:03:31 PM
From: peggylynn	Read Replies (1) \| Respond to of 14638

telecomguy - While I have found some highly useful concepts regarding competitive advantage in "The Gorilla Game" I agree that the loose logic with which those concepts are popularly applied make me very uncomfortable. It seems particularly disturbing when conclusions are drawn about the potential competitive power of a product in a vacuum of apparent ignorance about the real world business and regulatory environment in which a company competes. Square pegs in round holes comes to mind. I've always believed that John Roth's strategy was the correct one in the carrier space but I have to admit that even I have been taken aback with both the skill and speed with which he has been able to execute. Given that NT is a turnaround story I think it might take a few more impressive quarters before before the market can fully appreciate NT's potential. Ben Vos of Sprint has made some very pointed comments in an EE Times Opticon interview about Sprint's intentions for future vendor purchases. I think they should serve as a reality check for companies who come to the party thinking they are going to impose their particular version of reality on the carriers. The same goes for the gurus. It is interesting that John Roth said in the CC that NT remains unchallenged in its transitional product offerings to established carriers. Accommodating existing carriers doesn't seem to have slowed down NT one bit in deploying DWDM equipment with the newer carriers either. - peggylynn Message 14147420 Vos said the most important thing he wants from transport equipment vendors is a "complete, holistic solution for end-to-end services," which in practice means that the vendors take the initiative in making sure their equipment interoperates across various protocols and physical interfaces. For example, Sonet rings based on time division multiplexed (TDM) services will exist in the network for a long time to come, Vos said, and any vendor who talks about the death of Sonet must show how its restoration and protection features will be replaced. In an interview following his speech, Vos said that carriers will not base networks on one vendor's products any longer, and consequently vendors must work on proving interoperability before offering products. The transition from Sonet to packet-over-wavelength networks, or from TDM voice to packetized voice, can be accelerated when vendors provide more help for carriers in managing transitional networks, he said. biz.yahoo.com Nortel Networks Passport Packet Voice Gateway Solution Goes Live in Sprint Network