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Technology Stocks : Nortel Networks (NT)

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To: thebeach who wrote (1557)12/10/1998 10:13:00 AM
From: Bosco  Read Replies (1) of 14638
 
dear Ken & beach - beach, you sez "I don't think you are properly estimating the forward growth of the internet,respectfully!"

that's an interesting point. Do you [or anyone] know what is the respective percentage of the major players [on the equipment side] for internet? CSCO claim to fame is b/c it has 80% of the existing internet router. NT controls 65% of N America backbone [sorry, I am working it off on memory.] ASND three main biz lines are RF, ATM and remote [MAX TNT?] The old CSCC was doing a lot of biz with RBOCs, so should that be counted as internet.

TIA

best, Bosco
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