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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	11/22/2000 7:45:48 PM
From: John Stichnoth	Read Replies (2) of 54805

Kenneth Phillips, on another thread, posted this: lightreading.com Nortel is set to introduce its all-optical switch, in January. To my mind this is a classic march of disruption. The optical media are becoming more and more capable. At some point they will cross over the capabilities of the electronic routers and displace them. This will happen first at the core (watch out, Juniper), and then move outward. The Nortel product is just one step in this progress. btw, There's also a very good primer on where fiber is and will be: lightreading.com

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