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

To: Kenneth E. Phillipps who wrote (2281)	3/22/1999 1:56:00 PM
From: ejsdad	Read Replies (1) \| Respond to of 14638

Last week on Squawk, James Cramer mentioned that he had NT puts as a hedge against his long CSCO position. Actually, this doesn't make a great deal of sense as it seems to me that recently NT has better relative strength than CSCO but, what the heck, it's not my money.

To: Kenneth E. Phillipps who wrote (2281)	3/23/1999 7:17:00 AM
From: Bosco	Respond to of 14638

G'day all - from internetweek internetwk.com [see full text below] Nortel Targeting Modem Pools By CHUCK MOOZAKIS IT managers looking to jump out of the modem pool are the ultimate target of a new policy manager application that Nortel Networks is unveiling this morning. The CVX Policy Manager, to be released in May, is geared to service providers examining the modem wholesaling market, said Kenneth Clay, senior manager of CVX product marketing. The app, which runs on a Sun Microsystems Ultra server, dovetails with Nortel's RAS, gateway and CVX 1800 carrier-class access switch products. The app lets service providers funnel class-of-service, quality-of-service and business policies through their modem pools, thus setting the stage for customized services. The manager also will support voice-over-IP traffic later in the year, Clay said. Ron Westfall, a research analyst with Current Analysis, said Policy Manager could help service providers rid IT managers of the hassles associated with overseeing modem pools. "These pools are a constant headache for IT managers and it's an area they would gratefully outsource if they felt they had the confidence in the service provider. The Policy Manager will help them get that confidence." The app supports Nortel's virtual point-of-presence architecture, which allows a service provider to partition the access switch into a series of separate pools, each with its own authentication method, database, billing system and management interface. Virtual POP also lets providers customize the segmented network according to the specific needs of each customer, based on QoS, security and other requirements. The app also will let service providers create a variety of port allocation schemes, including those based on user- or usage-based models. Clay said this flexibility will give service providers the opportunity to charge premium rates during times of increased demand. The initial version of Policy Manager will support up to 100,000 ports. Future versions, expected later this year, will double port support to 200,000 and add VPN security features, Clay said. Policy Manager is priced at $20 per port. best, Bosco