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

To: lightwave51 who wrote (34306)	11/3/2000 4:34:25 PM
From: mtnlady	Respond to of 54805

"Why CSCO is a Bargain" Actually the punch line read why NT was the bargain <vbg!>. On another note read through some of the WCOM stuff and they said they expected their fiber optic expenditures to go UP (!) next year (not down as some analysts were saying). JDSU/SDLI and NT still the way to play the fiber optic roll out. CSCO if you think routers are going to take off. VOIP is a toss up. My take is NT is moving ahead in the VOIP market as well. The VOIP deals they are inking are much, MUCH larger than what Cisco is reporting. VOIP is starting to look like fiber optics did a year ago. Back then LU and NT neck and neck with LU being the #1 market leader and NT hardly on anyones screen (yet a very strong #2 at the time). But deal after deal was being reported by NT with LU only reporting sporadic deals and not the same size as NT's. Same can be said right now on the VOIP front with NT versus Cisco. For example.. NT wins the deal from the British phone company worth millions and millions (or was it billion?) and covering all of Britain and many parts of Europe. Cisco's VOIP deal? A few lowly government buildings down in New Zealand .. worth a million or two. We need to keep an eye on VOIP. It will be huge tornado within the larger fiber optic/broadband tornado.