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

To: ratan lal who wrote (31168)	9/7/2000 4:58:55 PM
From: mtnlady	Respond to of 54805

CSCO also bought Perrilli (sp?) and several others. Their purchases to date have given them the market share that they have now (otherwise it would be zero...).

To: ratan lal who wrote (31168)	9/7/2000 5:54:14 PM
From: FaultLine	Respond to of 54805

ratan lal, Here is some nice commentary on Cerent and Monterey Networks from EETimes: Cerent represents a link to an earlier time-division multiplexed optical world — the Synchronous Optical Network, or Sonet. Cerent's 454 Transport System was aimed at competitive local exchange carriers, offering them an efficient way to map voice and data services, including switched Ethernet, over Sonet backbones. Monterey represented a leap to a future world of native optical transport. Its Wavelength Router and unique WaRP protocol went beyond the passive wavelength-division multiplexing (WDM) technology of segmenting wavelengths, and offered active routing and cross-connect of wavelengths, used with or without Sonet transport. eoenabled.com --fl