Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MarkR37 who wrote (33616)	10/23/2000 3:29:37 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"2x lead or better over its closest competitor." Yep! I think you will see such a lead when NT announces tomorrow. Heck.. they may have already been at a 2x lead over a month or two ago! #2 LU's market share was at the low 20's and Nortel at 40 a month or two ago. And that was BEFORE LU warned. ALA is #3 with something in the low teens. This is for the fiber optic sector only. NT is a distant #2 to Cisco in the low/mid range routers. In wireless I know NT is right up there but their market share is not a 2x lead yet. They are also players in many, many other sectors but only the fiber optics do I rate them a king. They ARE the king though in this sector. It happens to be the sector going through the biggest tornado - by far - though.. A nice place to be the KING!