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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bretsky who wrote (33628)10/23/2000 7:27:31 PM
From: mtnlady  Read Replies (1) of 54805
 
"obviously very well schooled and love NT"

I think there are many others who know NT much better than I. I just follow and invest in them as UF follows and invests in CSCO.

"I'd love to see a complete analysis on how NT fits as a king, and in what specific segments"

NT is involved in many, many segments but I think the fiber optic play is the one I am most intrested in. Some articles that may help you in your research. I am looking for the 40%+ market share article. I will post that as soon as I find it. I bet it gets mentioned again tomorrow during the cc so if I can't find it tonight we'll just wait for the cc tomorrow.

DWDM
Message 14635737

Wireless (I don't know their current market share)
Message 14567000

VOIP (voice over the internet).. starting to ink several large contracts in this area.. here is a snipit.
Message 14496783

Message 14493111
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