Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kenneth E. Phillipps who wrote (1695)	1/17/1999 9:04:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 14638

But it is so TRUE... Nortel blows away anything LU has to offer. And for integrated Network Management (managing the pieces of equipment - not integrated billing services) Nortel is at least two years ahead of anything LU / ASND could put together. This monkey on our back for the last 6 years, Optivity, will end up being the savior of Nortel's networking. It used to be 'your damned if you do and damned if you don't' on network management software. It was expensive to develop and maintain - especially on so many platforms as Optivity - and you could never charge what it costs to develop. Well, now, Optivity is going to become interactive with the gear, and it becomes the 'Brains' of an intelligent IP routed network. It will be making QoS decisions based on type of equipment and bandwidth. Truely one step ahead of CSCO right now - for a centralized control of a distributed and non-homogeneous network... but you never hear much about Nortel on the CSCO thread. jc

To: Kenneth E. Phillipps who wrote (1695)	1/17/1999 6:22:00 PM
From: lkj	Read Replies (1) \| Respond to of 14638

It's true that Lucent is playing catchup with Nortel and Cisco in data networking, because Nortel bought Bay earlier, and Cisco has always been there. But there is nothing wrong with playing catch up, as long Lucent catches up and surpasses. I don't worry about Lucent's lacking of routers. Lucent never said that it's done with acquisitions, and don't forget Bell Labs. Who knows what they are working on. We only know that it has a history of making products that changed the world, it will only do it again and again. On a macro level, rather than looking at the Ascend acquisition as a catchup, I see it more as complimenting Lucent's current product line. Lucent has expressed that it's going after the carrier customers, not the enterprise customers. Cisco dominanted the enterprise market by being a one stop shop; Lucent will be a one stop shop for carrier customers. As for Nortel, it didn't seem to be as ready when it first acquired Bay. I hope that the restructure would not take too long. Otherwise, NT holders would suffer.