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


To: Kenneth E. Phillipps who wrote (6659)8/30/2000 4:27:52 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 14638
 
Morning Comments from SG Cowen
By:
8/30/00
Source: News.com

San Francisco, CA, August 30, 2000, 9:00 PST

Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts.

Data Networking
NFOEC highlights. Strong Buy Nortel, which leads in optical (43% share), demonstrated its
leadership by presenting the most products and customer trials. Strong Buy Cisco announced the
final piece of its optical portfolio (metro DWDM), and customer trials; stands to gain customers and
share. Buy-rated Lucent had few new product introductions; still in transition & facing challenge of
gaining customers & mkt share. Start-ups are introducing new products and could pose a threat to
mkt leaders. Key product themes were intelligent services, metro optical, optical cross-connects,
and “any gigabit” Ethernet. NT $81/CSCO $67/LU $44

cnetinvestor.com