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

To: mtnlady who wrote (21245)	3/24/2000 12:27:00 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

CSCO and NT Message 13264201 NT is an ADM (add drop multiplexor). A very good one that runs on sonet, but just an ADM none the less. There is no intelligence relative to the content of the transmission. I have experience configuring them, have you? For example - Internet 2's Abilene Network uses Qwest provisioned (Lucent) fiber using NT ADM's. The Layer 3 work is done on cisco GSR's. I can't wait to see the Corning, Belden or Lucent advertisements on how much of the Internet runs on their fiber or wire! As an fyi the Internet is and always has been a Layer 3 entity (IP = Internet Protocol - look it up). NT barely registers low single digits in the IP internet backbone. John :-) btw - in the interest of full disclosure - I am a Cisco employee, but seeing what a great moneymaker SONET ADM's are - I do own some NT. Since I love fiber - I also own some Corning :-) but I sold my Lucent for other reasons! Comments anyone? Regards, Huey

To: mtnlady who wrote (21245)	3/24/2000 2:33:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Nortel has 90% of the OC-192 market share. I don't believe Cisco is in the hunt at all at this point in time (OC-192). Your assumption/fears are unfounded, MountainGal; I haven't kept up to date since I stopped calling on Cisco in November, but at that time there were active OC192 programs in process. Nortel may have 90% at the moment, but it's a large share of a very tiny market. Silverback Cisco doesn't want or need to be the first entrant in order to guarantee large market share, and OC192 is "merely" a continuous innovation. Remember, Cisco's dominance is due to software, not hardware.. In the past, techno-savvy investors in 3Com, Newbridge, Bay, Ascend, etc. have overlooked this key element of Cisco's primate nature to their eventual financial dismay. But as a Gorilla gamer, I'm sure you won't fall into the trap of looking at individual product offerings to assess Cisco's future prospects. jmho, of course, uf