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

To: w2j2 who wrote (1743)1/21/1999 9:29:00 AM
From: Kenneth E. Phillipps  Read Replies (2) | Respond to of 14638
 
Walter - "If LU is gaining market share, who are they taking it from?"

Perhaps, they are not gaining market share. It maybe the whole telecom equipment sector is gaining at the same rate. This is not a zero sum game. On the other hand, LU is in product areas such as semi conductors and DSPs which other telecom equipment companies do not deal with. IMO, the analysts were thinking that Cisco would take market share from LU and NT. LUs earnings should make them rethink that estimate.

Ken



To: w2j2 who wrote (1743)1/21/1999 11:42:00 PM
From: lkj  Respond to of 14638
 
Perhaps, most likely, the European equipment makers.


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