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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (3230)	6/28/1999 10:30:00 AM
From: Mr.Fun	Read Replies (5) \| Respond to of 54805

Chaz: LU will sell about $3 billion in optical equipment, about $2 billion in optical fiber and $3.8 billion in wireless infrastructure in FY99. It is neck and neck with Nortel for the lead in Optical equipment, with a possible lead in delivering OC-768 and a clear lead in submarine optical systems. It has taken the lead from Corning in the fiber market with its TrueWave fiber which opens up the L-band for additional capacity by ingeniously removing water molecules from the fiber. It's wireless infrastructure business, 2nd in market share to Ericsson, grew 40% YoY last quarter on the strength of a Cell site design that is 25% less costly to manufacture, can be delivered on 1 month lead times (vs. 3 months), and is extraordinarily flexible - mix and match radios. I would say this is a significant position. On QCOM: The company owns the toll gate for another 12 years. In that time, all CDMA devices will owe QCOM $6. Question - is that enough to justify the current valuation?