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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (4259)	1/12/2000 1:15:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Remember an article published last April entitled "Who has the Winning Strategy" Here is an excerpt with a prediction on the size of the SONET market which was radically wrong. The article was correct in predicting 10 Gbps SONET would assume an increasingly large share of the overall market. What happened to Sybarus? telecommagazine.com SONET or DWDM? Despite the emergence of DWDM, a study last month by Communications Industry Researcher cautions that accounts of SONET?s demise are premature. As evidence, CIR cites Cisco?s participation in the $53-million funding of Cerent, which in February announced a SONET/SDH transport system for aggregating voice, data and video services over SONET running up to 10 Gbps. Lucent?s acquisition of Sybarus Technologies, a Canadian SONET/SDH maker, is proof that the ?smart money? is still flowing to SONET, CIR said. Incumbent local exchange carriers (ILECs), which account for more than 70 percent of the SONET market in the U.S., will continue to buy SONET equipment over the next decade, according to CIR. Market projections from RHK note that, although the SONET market will rise from $4.5 billion last year to slightly over $5 billion in 2002, 10-Gbps SONET equipment will assume an increasingly large share of the overall market.