I think the technology Ascend has acquired gives them the lead over existing data networking companies in offering full-featured SS7 technology. Stratus offers SS7 technology on a high-end computer platform, whereas Cisco offers more low-end signaling.

270

There's an expectation built into Nortel's valuation for the company to outperform relative to expectation and with all of the indications prior to the call that the demand for optical remained quite strong, especially with service providers.

162

Cisco has an excellent track record of meeting analysts' expectations and the probability of them missing the estimate is low.

150

It will take many, many years to unwind, but we wouldn't count Lucent out, even with some of these problems.

148