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

To: StockHawk who wrote (28874)	7/26/2000 10:22:56 AM
From: mtnlady	Respond to of 54805

Numbers for the exact amount of fiber optic equipment each sells will take some digging as each company is involved in a huge number of markets. You can eye ball the press releases going back a year and compare the wins each has in this space. NT reports, easily, 80-90% more contracts with customers than LU. If I get time I will see if I can comb through their statements from the last qtr and get the numbers. In short NT has taken over and is really ramping up growth while LU has reported the 2nd missed qtr due to losing market share in the fiber optic/telco space. AND LU is revising DOWN their expectations for the next 2 quarters while NT is directing analysts to increase their expectations. So NT's immense lead is expanding. Game, set.. almost match point..