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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: KYA27 who wrote (15184)	6/15/2000 11:02:00 PM
From: telecomguy	Respond to of 21876

Might be a long wait KYA27. You should not get emotional about companies -- it's only money. lightreading.com Dell'Oro shows NT optical market share grows from 28% to 37% JUNE 15, 2000 Nortel Extends Optical Lead New evidence that Nortel Networks nortel.com (NYSE:NT) is growing its market share of optical transport systems may serve as a warning sign for investors speculating in startup optical plays such as sycamorenet.com (Nasdaq: SCMR) and ONI Systems oni.com (Nasdaq: ONIS). At a time when startups in the optical space are receiving multi-billion dollar valuations, Nortel grew its market share in the optical transport market from 28 percent to 37 percent in a period of a year and shipped billions of dollars worth of products, according to recent research from the Dell'Oro Group delloro.com that is expected to be announced publicly in the next week. "There's a lot of noise," says Shin Umeda, research analyst with Dell'Oro. "Sycamore is small. Then you hear about companies like Corvis and Tellium, but there's no revenue yet, so in market share they don't even show up." Nortel's revenues from the optical transport market, which are primarily derived from sales of DWDM (dense wave division multiplexing) and metropolitan-area Sonet/SDH equipment, grew 23 percent in the first quarter of 2000. The company has shipped over $5 billion worth of optical transport products in the last 12 months. Compare that to the next biggest optical transport player -- Lucent -- whose revenues in the space declined 8 percent in the first quarter of 2000. Meanwhile, less-hyped companies such as Alcatel alcatel.com (NYSE: ALA), Fujitsu fujitsu.com (OTC: FJTSY), and Marconi marconi.com (LS: MNI) are still in the running among the top five spots, with Sycamore and Cisco Systems Inc. cisco.com (Nasdaq: CSCO) barely even showing up on the screen. As of the end of the first quarter of 2000, Dell'Oro estimates Nortel's market share at 37 percent. That's up from 28 percent a year ago. The optical transport market overall is expected to reach $25 billion in 2000, that's up from $15.3 billion in 1999, according to Dell'Oro. After Nortel and Lucent, the quarterly revenue growth of the next three largest optical transport players, in order of market share, is as follows: Fujitsu, up 3 percent; Alcatel, down 19 percent; and Marconi, up 10 percent. Marconi's 10 percent growth came on top of 50 percent revenue growth in the fourth quarter of 1999, while Alcatel failed to follow up on its blockbuster growth of 68 percent in the fourth quarter of 1999. Some new entrants do not show up in the survey because they have just started shipping products. For example, Umeda said that Sycamore Networks asked not to be included in the survey until it begins shipping significant amounts of its optical transport products, and Cisco shipped only $20 million worth of optical transport products in the first quarter. Ciena ciena.com (Nasdaq: CIEN), on the other hand, showed strong growth, but is still "small" compared to the market leaders, according to Umeda. --by R. Scott Raynovich, Executive Editor, Light Reading lightreading.com

To: KYA27 who wrote (15184)	6/16/2000 10:51:00 AM
From: Mighty Mizzou	Respond to of 21876

KY, all the talking heads on WS say that the second half for LU is supposed to be explosive. This pup has been making too many strategic moves to be held in this stranglehold for much longer. There is a very strong consensus on that. However, if LU continues with this hair brain idea of selling one of their prize babies, well then all bets are off. As far as the analcysts go, well, we all know why they stink. LOL! Hang in there KYA, it sucks big time but you know better.