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

To: Uncle Frank who wrote (28001)	7/19/2000 1:04:40 PM
From: bisbaz	Read Replies (1) \| Respond to of 54805

>> NT telecom v. networking revenue << Sorry for my delay in responding. I've been traveling. The current breakdown between NT's revenue between its Service Provider & Carrier group (telecom) and Enterprise group (networking) is roughly 80-20. Due to the huge growth in optical sales, I imagine that this breakdown will become even more heavily weighted toward "telecom" revenue -- albeit in leading edge areas. A future challenge for the company (apart from continuing to capitalize on fiber optic growth) is to figure out how to leverage this fiber optic strength to support/grow other businesses such as wireless. Overall, however, NT's future product strategy in all areas is directed toward capitalizing on the growth of data traffic and the Internet. This covers a lot of territory.