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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (33681)	10/24/2000 1:32:42 PM
From: mtnlady	Read Replies (2) of 54805

What I believe NT's vision is.. 1. The pipe. Roth envisions a world where optical pipes carry voice, data and all other communications all the way to the edge of the network. NT controls 43% of the fiber optic market already and is now moving very strongly into MEM's and the 'next generation' of products (they have already shipping MEM based products to customers). Note: I believe Nortel is #2 behind JDSU in the mfg. of components. So far these components are used primarily in-house. Nortel is mulling over the idea of spinning off it's fiber optic component group so it can compete head-to-head with JDSU, Corning and LU's spin off. 2. The last mile. Still to be worked out. NT has partnered or purchased several companies and technologies along these lines. None has taken over yet as 'the way'. 3. The edge (CSCO's domain). Low/mid range. The router will become a cheap commodity embedded into your handheld, PC or other device. To this end NT has licensed it's routing software and is working with a consortium of 200+ vendors - including MSFT and INTL - to make this dream a reality. Note: NT is currently #2 behind CSCO in the low/mid range routing market. NT hopes to obsolete this entire sector through licensing it's software and doing away with the hardware portion of the router. High end. The gap in Nortel's product line currently being filled by a partnership with JNPR. Nortel does have their own high speed router in the works (4 years in the development but nothing definite has been announced yet). 4. Services. Nortel is now starting to ink huge contracts whereby they not only build the equipment, construct the network, but also run the network for the telco's. 5. Value added to the network. Nortel's new equipment and software is starting to allow all sorts of 'new fangled' ways for the companies to make money. VOIP is one of them. Selling broadband access by time slices is another. Selling software such as the Clarify CRM product (the true #2 CRM product behind SEBL) and other software offerings.

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