SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : HighWave Optical Technologies
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ms.smartest.person who wrote (33)9/29/2000 3:11:53 PM
From: ms.smartest.person   of 41
 
The Optical Elite
Optical technology is shaking up the communications-equipment business, potentially toppling the powerhouses that have prevailed for a century. Here's how the top players line up.

NORTEL NETWORKS (NT)
The undisputed leader in the optical equipment market, it introduced gear that transmits data at 10 gigabits a second in 1996, four times faster than gear sold by rivals at the time.

Market Share It hit 35% last year and is expected to rise to 45% of this year's $23.6 billion market.

Acquisitions Bolstered by a market cap of $200 billion, Nortel has gone shopping. Its $3 billion purchase of Qtera beefed up its long-distance systems, and its $300 million deal for Cambrian gave it metro gear.

LUCENT TECHNOLOGIES (LU)
No.2, but fading. It was a star after its spin-off from AT&T. But missteps in the optical market include late introduction of a 10-gigabit optical system.

Market Share Analysts expect Lucent will be stuck at about 25% of the optical market through 2001.

Acquisitions Its stock is down 50% for the year, dropping its market cap to $102 billion. That makes it difficult to use its stock to buy hot optical upstarts. Still, its $4.5 billion acquisition of Chromatis gives it more presence in the metro market.

CISCO SYSTEMS (CSCO)
The up-and-comer. The powerhouse of the Internet equipment market is moving into the optical world. Sales of its optical gear rose more than 50% during the second quarter.

Market Share Just 3% of the optical market, but gaining ground.

Acquisitions Using its $392 billion market cap to buy promising upstarts, such as Cerent, giving Cisco a foothold in the optical transmission market. Now Cisco wants to sell the equipment to SBC and Verizon‹the mainstays of Lucent and Nortel's business.

DATA: RHK, COMPANY REPORTS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News