Steve, I am confused by the conflicting claims of ALA and NT re leadership in optical networking. Compare your last post
and the Dell 'Oro figures.
Alcatel (NYSE:ALA), the world leader in optical networking and intelligent cross-connect systems, today
announced a partnership with OMM, a supplier of micro-electromechanical subsystem (MEMS) photonic
switching components, to include three dimensional (3D) MEMS technology in Alcatel's next-generation
CrossLight photonic cross-connects.
Monday August 28, 4:04 am Eastern Time
Nortel extends optical supremacy in second quarter
By Ian Karleff
TORONTO, Aug 28 (Reuters) - Nortel Networks (NYSE:NT - news) extended its leading
position in sales of lucrative optical transmission products in the second quarter of 2000 at
the expense of key competitors Lucent Technologies (NYSE:LU - news) and Fujitsu , said
Dell'Oro Group on Monday.
Data released by Dell'Oro Group, a Portola Valley, Ca.-based tracker of networking equipment makers, showed Nortel to
have a 43 percent share of the global market for optical equipment, compared with Lucent's 15 percent and Fujitsu's 11.1
percent.
In the corresponding quarter of 1999, Nortel's global market share was 28.6 percent, compared with Lucent's 24.1 percent
and Fujitsu's 14.2 percent.
Other companies, including Cisco Systems (NasdaqNM:CSCO - news) , CIENA Corp (NasdaqNM:CIEN - news), Alcatel
and a handful of others held steady year over year with a market share of 30.9 percent. |
