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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Reuben who wrote (31697)	2/4/2000 10:33:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77399

Pual, Yes... GLW is the diamond in the rough. Most folks don't know that GLW owns about 60% market share in fiber and optic-electronics. As much as telecomic pounds his chest about NT's lead in optics, NT buys most of their components from GLW.. as does a number of other well known communication companies that I will not mention. The point being is that NT's lead is in bringing products to market not neccecssarily in development since these components are widely available - with the exception begin OC-192. In the OC-192 space much of the work is being done in house by most vendors. conexant.com Note 11/99 press release re: Cisco and CNXT working on OC-192 connectivity solutions... It's a start? OG