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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (21284)3/25/2000 2:18:00 AM
From: mtnlady  Read Replies (2) of 54805
 
"Is Nortel a Gorilla or leading Gorilla candidate in any field or is Nortel limited to royalty plays?"

From 30,000 feet up it looks like a royalty play so far. No doubt fiber optic's is a discontinuous innovation with a huge value chain already formed. But if NT holds a proprietary open architecture yet I honestly don't know. Very technical area, huge barriers to entry I know exist (like JDSU's market). Customers tend to be very loyal to the vendor they are working with as these huge projects entail much more than simply purchasing a piece of equipment. They include scoping, designing, planning, purchasing the necessary equipment, customizing/tuning to the customers individual needs, installing, testing (huge uptime required) and maintaining these extremely complex networks. In addition the vendor needs to have expertise in older equipment and melding the new equipment in with it.

I may be wrong but I don't see any proprietary open architecture that one company owns . OC-192 is a standard that everyone is adopting (until something new comes out) but if that standard Nortel developed and licensed I don't know but I doubt it. Nortel WOULD hold patents etc.. on the equipment they have designed and built for this space.
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