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

To: Bruce Brown who wrote (33088)10/13/2000 10:15:45 AM
From: mtnlady  Respond to of 54805
 
Bruce.. compare Nortel's fiber optic market (dominance) to Cisco's market share. You will see Nortel has surpassed 40%, LU is just about south of the 20% line, ALA is in the teens and Cisco is so low it's in the 'also ran' category. Nortel is pulling away in the fiber optic market. With Cisco getting pressure from JNPR and others on the high end router market and basically getting shut out of the fiber optic market. What market is Cisco in a tornado in right now?


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