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

To: The Phoenix who wrote (7272)	10/12/2000 11:07:59 AM
From: Bosco	Read Replies (1) \| Respond to of 14638

Hi Phoenix, although I agree with the article that it is a long shot, but NT has little to lose, so, everything is a gain, I don't think it will cost more to consumer for a totalistic standpoint. By that I mean the wool will always come from the sheep. It depends at which point the cost is buried. If, and a big if, this is successful, higher demand at the last inch :) will likely to reduce the production cost at the same time the markup margin at the core will be lowered. Additionally, there is be greater use of bandwidth to resolve the uplink speed issue. Can't say it is not a win-win situation for NT, from both the router and the pipe demand perspective best, Bosco

To: The Phoenix who wrote (7272)	10/12/2000 11:12:42 AM
From: telecomguy	Read Replies (1) \| Respond to of 14638

But surely Gary you must be aware of what's happening to memory and processing capability in the past decade? Memory/processing will/is a commodity and ramping up rapidly even in the smallest devices/appliances. THAT is not the problem. Adoption & application are the main obstacle for NT's routing code to permeate the hardware market and as the article correctly pointed out, this is a long-term strategy from NT. I don't they have any illusion about that but in the long-term, it is a very smart move for NT as the growth market will be in portable device/appliances.