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

To: Uncle Frank who wrote (21268)	3/24/2000 3:31:00 PM
From: mtnlady	Respond to of 54805

"OC192 products are in Tornado Alley (and not the Bowling Alley)." From an analyst digging through LU's disastrous last quarter... "If you sift through all the (Lucent) management explanations, what comes out of it is the market is moving almost entirely to 10-gigabit systems , which is almost entirely dominated by Nortel," said John Wilson, analyst at Bunting Warburg Dillon Read Inc. in Toronto."

To: Uncle Frank who wrote (21268)	3/24/2000 3:39:00 PM
From: mtnlady	Respond to of 54805

UF here is another article on where Nortel is going. I didn't copy the thread link down. Most likely from the Nortel web site. "In September, 1995 MCI was first to commercially trial Nortel Networks' 10 Gbps system (OC-192) on the same Dallas to Longview, Texas route. Just over four years later, Nortel Networks and MCI WorldCom have moved the industry from gigabit per-fiber networking to terabit levels. In that space of time, Nortel Networks has become widely recognized as the world's leading supplier of high-capacity 10 Gbps SONET/SDH systems with over 90 percent global market share. Building on that experience in 10 Gbps networking, Nortel Networks has also led the industry in setting new benchmarks for open optical system capacities up to 1.6 Terabits per second on a 10 Gbps platform, and 6.4 Terabits per second on a scalable 40-80 Gbps platform ." Enjoy! I'm running now to do some errands then I have a backyard full of weeds to be pulled! By the way UF I like Cisco. But I have a limited amount of money so I prefer to invest in companies who are leaders (gorilla/king's) in tornados.