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To: kumar who wrote (33681)	10/24/2000 12:47:58 PM
From: Uncle Frank	Respond to of 54805

Re Cisco's IP Telephony Network in New Zealand, it sounds like an end-to-end solution. I hope my debating partner gets some chills when she reads the release <lol>. I'm not sure what we're arguing about, though. Imo, the VOIP convergence model will create enough opportunity for everyone to prosper, and I expect Cisco and NT will have more business than they can handle. Heck, even LU will probably do well during this build out despite their fumbling ways. uf

To: kumar who wrote (33681)	10/24/2000 1:32:42 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

What I believe NT's vision is.. 1. The pipe. Roth envisions a world where optical pipes carry voice, data and all other communications all the way to the edge of the network. NT controls 43% of the fiber optic market already and is now moving very strongly into MEM's and the 'next generation' of products (they have already shipping MEM based products to customers). Note: I believe Nortel is #2 behind JDSU in the mfg. of components. So far these components are used primarily in-house. Nortel is mulling over the idea of spinning off it's fiber optic component group so it can compete head-to-head with JDSU, Corning and LU's spin off. 2. The last mile. Still to be worked out. NT has partnered or purchased several companies and technologies along these lines. None has taken over yet as 'the way'. 3. The edge (CSCO's domain). Low/mid range. The router will become a cheap commodity embedded into your handheld, PC or other device. To this end NT has licensed it's routing software and is working with a consortium of 200+ vendors - including MSFT and INTL - to make this dream a reality. Note: NT is currently #2 behind CSCO in the low/mid range routing market. NT hopes to obsolete this entire sector through licensing it's software and doing away with the hardware portion of the router. High end. The gap in Nortel's product line currently being filled by a partnership with JNPR. Nortel does have their own high speed router in the works (4 years in the development but nothing definite has been announced yet). 4. Services. Nortel is now starting to ink huge contracts whereby they not only build the equipment, construct the network, but also run the network for the telco's. 5. Value added to the network. Nortel's new equipment and software is starting to allow all sorts of 'new fangled' ways for the companies to make money. VOIP is one of them. Selling broadband access by time slices is another. Selling software such as the Clarify CRM product (the true #2 CRM product behind SEBL) and other software offerings.

To: kumar who wrote (33681)	10/24/2000 2:34:00 PM
From: mtnlady	Respond to of 54805

Thanks for the CSCO VOIP update. Here are a few VOIP contracts from the NT thread. Note: I think we need to watch the VOIP market carefully. Cisco obviously controls the routing game. Nortel the fiber optics. VOIP is going to be an interesting battle. Of course Nortel's biggest strength in VOIP is that in most fiber optic deals now Nortel is the supplier, builder and even the manager of the network for the telco. In short.. they have a very strong lock on the account. VOIP is running over these same networks. Question for the telco's then is do they stick with the company that built the equipment, constructed the network and may even be managing the network.. or do they go to an outside vendor? Message 14493111 Message 14496783 There was another VOIP deal announced (I believe) but I can't find it right now.