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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Secret_Agent_Man who wrote (6173)	12/15/1999 8:03:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Positioning of-- NT, LU, CIEN, TLAB, Fujitsu, Marconi Thread, Nice summary of where a lot of the telecom equipment makers are currently positioned in the sales space. Notice the absence of Cisco. They still need to figure out a way into the telecom space or wait for the market to come to them. Did anyone notice the HUGE Marconi ads in the Wall Street Journal in the past few days? Pure speculation on my part but looks like they are going to be put on the market and looking for an American buyer. MikeM(From Florida) ________________________ Dec. 14, 1999-- Which company is in the lead in optical networking? A new study by RHK, a high-tech consultancy in San Francisco, provides some clues. The European and Global Transport Market Study has found that Nortel [NT] leads the market in global terrestrial DWDM sales. The company held a 32 percent market share for 1999, while Lucent [LU] held a 27 percent market share and Ciena [CIEN] held a 16 percent share. However, does this mean that Nortel leads in optical networking? Apparently, it does not. When the total transport market is considered, which includes terrestrial DWDM equipment, terrestrial sonet and SDH equipment, digital cross-connects, and submarine equipment, Alcatel holds a lead. It had 21 percent of the market in 1999, while Nortel had 18 percent and Lucent had 15 percent. Other equipment manufacturers were in the single digits or less. Nortel led in sonet and SDH global terrestrial equipment in 1999. It grabbed a 26 percent market share, with Lucent at 18 percent, Alcatel at 15 percent, Fujitsu at 13 percent and everyone else in single digits. Alcatel led in digital cross-connect market share, at 37 percent, while Tellabs [TLAB] had a 31 percent share, Marconi had 12 percent and Lucent had 10 percent. Voltaire Cacal, senior analyst at RHK, says to expect good things from the global transport market. "We will see the global transport market tripling from $31 billion in 1999 to about $90 billion in 2003," Cacal says. The growth will be caused by: global deregulation of the telecommunications industry; traffic increasing, especially Internet traffic; recovering economies in Europe, Asia, Latin America and Eastern Europe; and an increasing focus on telecom networks in developing countries. "Optics is definitely where the action is," says Craig Johnson, principal of the PITA Group, a high-tech consultancy in Portland, Ore. "We will see a lot of money spent there in the next several years, such as on smart optical switches. We will also see optics moving into corporate backbones within two years."