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

To: Bosco who wrote (9120)	12/26/2000 4:53:21 PM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 14638

"The telephone network took seventy-five years to reach 50 million subscribers; the Web took only four years to do the same. By 1999, the annual growth rate was 10,000 percent, and oover 200 million persons were signed up. By the middle of the 2000s, well over half a billion persons are anticipated to be online, and by the end of the decade, the number will likely be in the billions." Nortel Networks by Larry McDonald, John Wiley & Sons, 1999.

To: Bosco who wrote (9120)	12/28/2000 8:57:43 PM
From: The Phoenix	Respond to of 14638

Bosco, A couple of comments. If JNPR's only edge is OC192 then it are they at risk of slowing their gains against CSCO if and when CSCO adds OC192? I suspect some of JNPR's gains are do to this but certainly not all... if so then JNPR hasn't got much of an edge I would say. Further, I have pointed out in the past that the Del Oro numbers for JNPR include service revenue whereas CSCO's do not. So the numbers are skewed - and as JNPR adds more users the percentage of recurring service revenue will go up. I wonder how much market share they've gained in product sales? Finally, I assume your question was about OC768 - I'm not aware of OC468.... 768 is a way's out still. Compononet technology is still very raw and not in production quantities. OG