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

To: Judith Williams who wrote (36852)	12/20/2000 6:33:58 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Judith's "chart", for easier reading: Optical Equipment Market Sizes & Forecasts Market: 1999/ 2003/ CAGR Sonet: 7.7B/ 17.2B/ 22% DWDM and Optical Networking: 3.1B/ 15.2B/ 49% Optical Cross-Connects: NM/ 1.8B/ NM Metro/Interoffice: NM/ 1.1B/ NM (MSDW, table 4) Optical Component Segment Growth Rates Market: Est. CAGR 1999-2003/Est. 1999 market size Terrestrial DWDM: 55%/ 2B Undersea DWDM: 90%/ 1B CATV: 20%/ 300m Sonet: 45%/ 1.5B Total: 58%/ 4.8-5.0B (MSDW, tables 5 and 7) This looks like a great report, Judith! I'm printing it out right now for a close read.