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

To: A.L. Reagan who wrote (9906)	2/17/2001 2:55:23 PM
From: James Fulop	Read Replies (1) \| Respond to of 14638

>>On the same theory that carriers will focus on utilizing existing fiber assets, I steered clear of the newer systems houses like ONIS and CIEN (which may be a quarter ahead of its comeuppance given current expectations.)<< There is always the possibility that while your theory that "carriers will focus on utilizing existing fiber assets" is true, that still may not be negative for those companies that are selling equipment that will help the carriers use the existing fiber more efficiently and allowing them to provide more profitable services using it...(and I am not just speaking about ONIS and CIEN, but also many other companies including Nortel...)