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

To: gdichaz who wrote (1673)	5/4/1999 1:32:00 PM
From: gdichaz	Respond to of 54805

Another take on NT fiberoptics. Note: will not be on market until next year. As best I can tell, Ciena is clearly still the technological leader, LU is well behind in the marketplace and NT is the fiberopitics leader hands down in North America, but that is with other entries. This specific new product is in the lab. To my knowledge, Cisco has zero participation now in fiberoptics and not even a candidate for entry soon. Cisco's strengths are elsewhere, no? Any comments? zdnet.com