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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (21316)3/25/2000 8:31:00 PM
From: Kenneth E. Phillipps   of 54805
 
Is Nortel a Gorilla or leading Gorilla candidate in any field or is Nortel limited to royalty plays?"

Let me give you my opinion. I think Nortel is an emerging gorilla in fiber optic network management. They are currently building 32 out of 40 long haul fiber optic networks. All of these networks have their propreitary network management system which is interoperable with other network management systems. I think their network management will become the defacto standard. Providers will continue to choose the Nortel product because of their superior network management. If you look at their claims for OPTera and "Packet Core" which promise a certain level of integration between the optical layer and the switching/router layer which makes it easy for the carrier to deploy bandwidth to congestion points on the network and their new technology with Qtera, Xros and the tunable laser, they are continuing to deliver a better product for lower cost. In this market, the winner will be the company who can deliver the best product in terms of price/performance. All of Nortel's main competitors are behind them in the critical area of network management. Cisco became a gorilla with IOS. Nortel will become a gorilla because it will control the network with its network management system.
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