OK. I sold my pharms this morning. Looking for some good tech buys. That excludes LU and NT. What's up with TERN?
Regard:
Cisco Remains in the Top Position in Technology Business
Research, Inc. 4Q99 NBQRanking
Fri Apr 14 07:01:00 EDT 2000
HAMPTON, N.H., Apr 14, 2000 (BUSINESS WIRE) --
Industry Focused on Growth Opportunities in Optical, Wireless,
and Mobile Internet Markets
Cisco Systems (NASDAQ:CSCO) remains in the top spot in TBR's (www.tbri.com)
Network Business Quarterly (NBQ) competitive benchmark ranking. Based on its
flawless execution this quarter, Cisco is clearly demonstrating that it will be
a major force in the communications equipment industry, and is successfully
building upon its dominant position in data networking.
NBQ Benchmark Index for Fourth Quarter 1999
4Q99 Rank 3Q99 Score 3Q99 Rank 4Q99 Score
#1 Cisco (Nasdaq: CSCO) 6.77 #1 6.95
#2 3Com (Nasdaq: COMS) 5.58 #2 5.93
#3 HP (NYSE: HWP) 5.38 #3 5.53
#4 Intel (Nasdaq: INTC) 5.35 #4 5.36
#5 Cabletron (NYSE: CS) 4.21 #9 4.78
#6 IBM (NYSE: IBM) 4.29 #8 4.74
#7 Marconi (OTC ADR: MCONY) 4.39 #7 4.49
#8 Lucent (Nasdaq: LU) 4.84 #5 4.11
#9 Nortel (NYSE: NT, TSE: NTL) 4.72 #6 4.09
Source: TBR
"The convergence of the Internet and communications continues to create
substantial new market opportunities across multiple industries," according to
TBR's Director of Network Business Quarterly, Bill Lesieur. "The industry
leaders are all positioning themselves to capture these opportunities, including
mobile Internet, wireless and optical networking, broadband access, and unified
communications. At the same time, the old industry structure of traditional data
networking equipment manufacturers has given way to the new competitive
environment based on the broader communications equipment markets. Casualties of
this industry transformation include Cabletron (NYSE: CS) and 3Com (Nasdaq:
COMS), both of which were forced to break-up their organizations to compete as
smaller companies focused on growth markets."
Lucent (Nasdaq: LU) experienced a downturn in revenue growth this quarter, while
Nortel (NYSE: NT, TSE: NTL) gained momentum in the market, in spite of its
massive internal organizational and external market challenges. Alcatel (NYSE:
ALA) is taking advantage of the media hype surrounding the emerging mobile
Internet market by promoting its communication portal platform and mobile
Internet solutions. Meanwhile, Marconi (LSE: MNI; ADR: MCONY), which includes
the former Fore Systems organization, is still in the process of creating
worldwide awareness under its new name.
Starting in the 1Q00 Network Business Quarterly (NBQ) reports, TBR will begin
coverage of Ericsson (Nasdaq: ERICY). The Ericsson report will replace the NBQ
coverage of IBM, which exited the networking equipment industry with the sale of
its switch and router business to Cisco in 1999. However, TBR continues to
provide full coverage of IBM as part of its Computer Business Quarterly (CBQ)
service.
About TBR:
TBR's highly quantitative, proprietary benchmarking methodology ranks the
leading global networking vendors on a comparative basis every quarter, based on
effective implementation of product strategy, marketing strategy, manufacturing
strategy, and business model. TBR specializes in industry benchmarking and
strategic analysis of the major players in the global networking and
communications markets through its Network Business Quarterly (NBQ) service.
Complete details are available to accredited journalists. For more information,
please visit TBR's website at www.tbri.com, or contact:
ragingbull.com
- The above research demonstrates that Cisco gets stronger as old LU and old NT get weaker. |
