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

To: Ron Dior who wrote (2705)	5/14/1999 1:24:00 PM
From: MikeM54321	Respond to of 14638

Thread, Pure speculation on my part, but the just announced $350 million AT&T deal may be the voice deal Dave House mentioned a few days ago? At first I thought the DMS-500 contract was for upgrading AT&T's two-way HFC(TCI's cable plant)data network for cable modem access. But I was corrected. The $350 million AT&T deal for DMS-500s is for digital circuit-switches to allow T to deploy Voice over Cable(cable telephony). So maybe the reporter got confused as to what Dave House was saying? It is kind of odd, confusing, and unusual to be announcing a deal to deploy circuit-switched voice over a traditional Hybrid-fiber Coaxial(HFC) network. I know a lot of investors assume voice over coaxial is going to be packet based or VoIP. IMHO this AT&T deal was very significant for a lot of reasons in itself. And it is carrier class and it is for voice (but over cable). NT may still have some kind of large, pending, "voice over IP" announcement that is, "carrier-grade." But with a few simple word mistakes in the Reuters story, the AT&T deal just may have been it. But I guess we will know for certain, anytime within the next two weeks. MikeM(From Florida)

To: Ron Dior who wrote (2705)	5/14/1999 1:29:00 PM
From: Bosco	Read Replies (1) \| Respond to of 14638

Ron - historically, BAY was rather leaky, i.e., analysts tended to get wind of things to come. However, since the disastrous NYC presentation, Roth and House have helped to provide a common interface to the public that could make Mr Arthur Levitt proud. Still, axes tend to track companies with independent sources. If I were them, it would not be difficult to figure out how many big RFPs out there, who are the bidders and which of the competitors has a better shot. It is especially interesting when AG Edwards has not tried to talk the price down. So, your suspicion is not w/o merits. IMHO, NT has still way to go to catch up with her peers, so I think there is a lot of room to move, especially if she are getting signiticant wins OOH and containing her cost OTO best, Bosco