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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (21256)3/25/2000 3:31:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> 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

I have a data point for your research effort on Cisco, ML. I talked with a contact of mine who is an executive at a networking comapany which competes directly with Cisco. He advises from first hand knowledge that Cisco is currently shipping OC192 based products in production quantities to a major telecom.

I'm looking forward to your report.

uf
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