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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JohnG who wrote (42725)	5/17/2001 8:02:25 AM
From: Bruce Brown	Read Replies (1) of 54805

Speaking along the lines of NGN infrastructure equipment, Ciena reported this AM a nice quarter with 20% sequential quarterly revenue growth, $.20 diluted EPS, 129% year over year revenue growth. I will be listening to the CC at 8:30 this AM. An interesting note on the OC-3 to OC-12 market where Nortel dropped from second place to fourth place as Juniper moved up to second place (194% revenue growth on their M5/M10 products) and Unisphere moved up to third place. Regardless the combined IP router market revenues of high end at $753 M and $500+ M in the lower end routers supports quite an industry with $1.2+ Billion revenue for the latest quarter. BB

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