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

To: Kenneth E. Phillipps who wrote (6874)	9/19/2000 12:35:51 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

Tellium claims first to market advantage with its second generation optical switch - claims twice the capacity of its competitors in less room. I recall how Nortel turned to Juniper when its terabit core router was delayed. If Nortel is late with its optical cross-connect, I could envision a situation where they could turn to Tellium, Sycamore or Ciena to fill the gap. zdnet.com

To: Kenneth E. Phillipps who wrote (6874)	9/19/2000 7:09:13 PM
From: zbyslaw owczarczyk	Respond to of 14638

According to Dell'Oro, a Portola Valley, Calif., research firm, Nortel controls 43% of the global market for optical equipment, trouncing its nearest competitor, Lucent, which has a 15% share. Not counting of course submarine systems(DWDM) which sales this year will hit 8 billion $......... The next year will be interesting to watch. Some are already preparing very heavy guns..... Zbyslaw