Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JRH who wrote (1855)	5/10/1999 6:54:00 PM
From: gdichaz	Read Replies (2) of 54805

To Justin: Sure. Ask Microsoft why NT was chosen for their company wide system. More seriously, skeptical. These claims are very difficult to asses, the numbers of lamdas are often misused and misunderstood. In brief, LU has a long vaporware tradition in fiberoptics. It claimed to leapfrog Ciena when it had only a "better" system in the lab. Ciena has consistently stayed ahead of Lucent technologically. But LU has "mindshare" and clout. NT is the sleeper here, but if you really mean your list to be a "Watch and Wait " one, suggest NT is worth watching. Re the "rumor" that is probably 4 times the carring capacity NT has deployed (except for the Microsoft test) vs what is coming on early next year. Chaz too

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next