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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (21256)	3/24/2000 3:17:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> As you know we are in a tornado situation and Moore states that market share won during this critical phase is NEVER relinquished. NT's 90% market share in the new standard, OC-192, with Cisco's OC-192 product not due out until Q4/00 is a MAJOR LEAD and growing all the time. I'd be interested in seeing data to support the assumptions you've stated as fact; namely, that OC192 products are in Tornado Alley (and not the Bowling Alley). NT has 90% market share and Cisco won't ship product until 4Q00. You might be able to get some expert input if you asked the folks on the Cisco thread for comments; a lot networking engineers hand out there. tia, uf

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