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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: John Pitera who wrote (55709)10/10/2000 1:52:25 PM
From: The Phoenix  Read Replies (2) of 63513
 
John,

What most of the analysts don't see - perhaps because they view things from too much of a macro perspective - is that the slow down is in old world circuit switching... In fact there are many changes occuring in infrastructure purchase behavior including a huge SHIFT from old 5ESS/4ESS and associated support to newer net based (routers/switches/optics/content servers/etc.) equipment. The losers are the companies that have too much of their revenues rooted in this old equipment without equivalent business from newer equipment. CSCO, SCMR, JNPR, FDRY, EXTR, etc. are not exposed to the slow down like some analysts may believe. LU, NT, ALA, NEC, Fujitsu, etc are the ones that will potentially lose. In the case of NT and ALA however they have strong optical businesses that will allow them to weather the transition.
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