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

To: Jean M. Gauthier who wrote (6621)	8/25/2000 10:15:04 AM
From: Kenneth E. Phillipps	Respond to of 14638

August 25, 2000 Nortel Networks Extends Leadership in Metropolitan Fiber Optic Networking Builds Momentum Toward Local Internet With Award, New Product Announcement BOSTON - Nortel Networks* [NYSE/TSE: NT], the confirmed leader in metropolitan-area fiber optic networking, continues to gain momentum with accolades and an innovative addition for the OPTera* Metro portfolio. "Customers around the world are turning to Nortel Networks because we offer the leading portfolio of metropolitan optical solutions," said Don Smith, president, Optical Internet, Nortel Networks. "Metropolitan optical networking will provide the foundation for the Local Internet, which will bring all the benefits of the high-performance Optical Internet into cities and metro environments," Smith said. "This will place the performance, reliability and scalability of the Optical Internet directly into the hands of businesses and consumers." Nortel Networks has already deployed 10 gigabits per second (gbps) optical networking in the metro environment, and will demonstrate 10 gbps capability on the new Nortel Networks OPTera Metro 5100 Multiservice Platform at the National Fiber Optic Engineers Conference, Aug. 28-30 in Denver. The OPTera Metro 5100 enables cost-effective fiber deployment to cities, metro areas and enterprises. It is designed for customers that do not need the higher capacity of the OPTera Metro 5200, but still desire the service flexibility of DWDM (dense wavelength division multiplexing). "Because the OPTera Metro 5100 has reduced space and power requirements, it is economical enough to be housed at a smaller customer location, extending the boundaries of the Optical Internet," Smith said. "As the newest member of the OPTera family, it broadens our customers' options for DWDM networking." An IBM-unique version of the Nortel Networks OPTera Metro 5200 has been recognized by R&D Magazine as one of the top 100 technologies of 2000. The magazine recently awarded IBM a 2000 R&D 100 Award for the IBM Fiber Saver, which is an IBM-branded and modified version of the OPTera Metro 5200. The 2000 R&D 100 Award puts OPTera Metro 5200 in a class with other breakthroughs that went on to become standards of everyday life, including the digital wristwatch, antilock brakes, the automated teller machine, liquid crystal display, the halogen lamp and the fax machine.

To: Jean M. Gauthier who wrote (6621)	8/25/2000 12:52:28 PM
From: t2	Read Replies (2) \| Respond to of 14638

I am shocked T2,<g> Bigger than Just don't sell us ? I am shocked, shocked! Jean, I had NT as my largest holding since around Feb/March. GLW is my other big big position. I have been adding JDSU lately but it is nowhere near my holdings in GLW or NT. These are the best two stocks in the sector, IMHO. I would point out that JDSU might now be ready for the big rebound but I am not willing to bet the farm on it. At this point in time, it is better to diversify in many areas but keeping a big holding of NT and GLW. I actually sent you a PM a while ago. GLW has been amazing and will continue to be, IMHO. Saw Brian Finerty on CNBC this morning say that GLW is relatively undervalued compared to JDSU while he did acknowledge that JDSU is the clear leader. GLW's PE which is now similiar to NT's should really be like that of JDSU---making GLW undervalued. I have felt this way for many months and continue to. NT should make major leaps in the coming weeks. How is this----GLWNT--"Go Long With NT"? Not so good, eh? It was worth a try. good luck