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To: Victor Lazlo who wrote (48050)2/5/2001 7:50:30 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Victor,

NT moved to 10Gig optics - a great move. However beyond that their execution has been sub-optical ...er... optimal. Just look at the Bay acquisition and now OIE. Not to mention their failure to make any progress in the enterprise.. and they're not all that far away from giving up market share in optics. Yes, they succeed in long-haul 10G DWDM and Sonet.. and I'll give you the wireless... but other than that execution has not been "flawless". Witness Roths' mis-steps late last year.

OG