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


To: Kenneth E. Phillipps who wrote (10020)2/21/2001 11:18:31 AM
From: telecomguy  Read Replies (1) | Respond to of 14638
 
This 3 part series captures the essence of NT's situation vis-a-vis LU, CSCO and JNPR.

When it rains, it seems to pour sometimes.....still long NT however.

Note that on one hand, depth/breadth of NT's product line and it's ability to provide an integrated solution is considered to give NT an edge when it comes to large buildout contracts but that the Best-Of-Breed advantages of JNPR and CIEN tends to favour them in a market pressured by tightening of capital.

NT better come out with their all-optical switch relatively quickly if it wants to maintain their leading-edge status in the optical domain......anyone with any news on how NT is progressing with the X-Ros & Coretek deal, I would be appreciated.

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