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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (6705)	9/6/2000 10:10:23 AM
From: telecomguy	Respond to of 14638

It would be even more interesting if we knew the absolute $ amounts that make up the % market share numbers. It's amazing that NT is growing the core optics market at such a high rate when they already have 40%+ share.

To: Kenneth E. Phillipps who wrote (6705)	9/7/2000 7:26:46 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 14638

re: interesting chart on optical market growth. indead very interesting, specially that Dell Oro research excluded submarine optical system and digital cross-connects. So why report research study which shows only part of the story? ----------------------- An Alcatel spokesperson also told Light Reading that "Dell'Oro's figures don't take into account portions of the optical transport market such as submarine networking and digital cross-connects, where Alcatel has a leading presence." lightreading.com "But Clavenna cautions against drawing too many conclusions from the figures. "Alcatel is doing better with its DWDM products," he says. It's not doing as well with Sonet. When you clump all of the optical networking gear this way into a single number, it doesn't tell the whole story." According to ALA annual and Q reports, optical business showed strong growth on Q/Q and Y/Y bases. Zbyslaw