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

To: Kenneth E. Phillipps who wrote (2142)	3/6/1999 9:57:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Could somebody explain the following statements. I encountered these statements in two different articles the past couple of days. I understand that Nortel is taking market share from Lucent in PBX and applications. What does it mean when they say Nortel is taking business from ATT in its core voice-switching area. Nortel is a telecom equipment vendor. ATT is a telecom service provider. I don't get it. Please straighten me out. Nortel commands 70% of the of integrated SONET/WDM networks in North America and the company is steeling market share from Lucent in the $31 billion private branch exchange (PBX) and applications sector. The company is also believed to be grabbing business from ATT (T) in its core voice-switching network. And Nortel is taking market share from Lucent in the $31 billion PBX and applications area, and is believed to be taking business from AT&T in its core voice-switching network. Ken

To: Kenneth E. Phillipps who wrote (2142)	3/6/1999 7:38:00 PM
From: Doug	Respond to of 14638

Ken: Thanks ; that was a good brief on NT.

To: Kenneth E. Phillipps who wrote (2142)	3/6/1999 8:50:00 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

G'day Ken & all, Ken, thanks for a very good article from Forbes. It is by far the best expose of NT from the business perspective. It is also good to know NT has acknowledged the communication problems with the investment communities - and has been moving to rectify the problems. I'd think the acknowledgement and any attempt to make amend are a remedy in themselves. It is also very encouraging to see NT has 40% of the DWDM market. It is interesting that the article again seems to betray Mr Roth's background as an engineer - in a nice way for a change. Unfortunately, some people on WS, except for the analysts with significant technical backgrounds, probably are too lazy to accept complex answers <sg>. Regardless, I think the brief comment in BW and now this article in Forbes should at least put NT on the level playing field. best, Bosco