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.

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

To: Dave Gore who wrote (7677)	10/25/2000 10:50:09 PM
From: Z268	Read Replies (1) \| Respond to of 14638

Re: Optical growth. RHK had to revise their DWDM components market size twice this year, upwards. The latest estimate is about double the first. RHK also estimates the Metro DWDM market to reach about $12B in 2003. The total Metro market (DWDM and Sonet/SDH) is forecasted to be potentially 4 to 5X the LH market. When Sycamore announced their Metro products from Sirocco on October 19, their VP said: <"This opens up a $17 billion market for us. Historically we were not in that (niche), and this adds an addressable market for us to target," said Kevin Jyo Oye, vice president of business development for Sycamore.> Nortel has about 40% of the LH market and 77% of the nascent Metro market, according to RHK. If they can execute well, it could be difficult for the others to catch up (how long has Cisco been dominant in the router market?). The market is real, and growing at a pretty fast clip. Question is: what is the right valuation? It is whatever the market perceives it to be. All I know is, the Optical market size is going to be 2to3X in 3 years time, with a lot more growth after that. So which (optical) stocks should one invest in today to ride this growth curve? Steve

To: Dave Gore who wrote (7677)	10/25/2000 11:02:30 PM
From: jack bittner	Read Replies (1) \| Respond to of 14638

institutional buying and selling of nt today was virtually equal. with 122 million shares traded today (8 times this year's daily average; and 4 times recent daily volumes) the difference was a cash outflow of $1.44 Million out of almost $5.5 Billion worth of nortel trades.