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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (21114)	3/23/2000 10:40:00 AM
From: mtnlady	of 54805

Optical network tornado - from the NT SI thread... - Nortel did $1billion on optical in 1998 - $3billion in 1999 - Estimates $10billion in 2000 - Some estimates have stated 20+ billion 2001 and 50 billion in 2004 Some more marketing numbers from NT's web site. Article a month or so ago - in the mean time NT's lead keeps widening: nortelnetworks.com Global Market Leadership High-performance optical networking and component technology has enabled Nortel Networks to become the global market leader in optical networking and a leading supplier of optical components as the overall market grows at 56 percent annually to over US$35 billion by 2001.** Revenue from the company's optical business is growing rapidly as service providers race to meet explosive demands for bandwidth driven by the Internet and growth in eBusiness. According to Ryan Hankin Kent (RHK), Nortel Networks is the #1 global leader in Dense-Wavelength Division Multiplexing (D-WDM) and SONET/SDH optical solutions with market shares of 32 percent and 26 percent respectively. "Our Optical Internet solutions have literally taken the industry by storm," added Roth. "We continue to be the business partner of choice for Optical Internet solutions with major carriers worldwide, including 32 of the world's 40 national networks builds."

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