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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 86.15

-0.2%

10:55 AM EST

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To: Zoltan! who wrote (52257)	5/2/2001 9:10:47 PM
From: zbyslaw owczarczyk	of 77400

Zoltan The deal, worth more than $100 million in press release there is no word about value. We saw many potential deal worth 2 billion, most of which evaporated. Take complementary to Pronto(DSL,IP+ATM, 6 billion2 on Pac Bell and Southwestern Bell area) deal with Ameritech. Major portion of this deal went to Alcatel, and CSCO not only did not deliver gearts on time, it exited at least part of DSL market. IP+ATM switch/router Ameritech business went to ALA too. So, wait and see what will happen to GC. JNPR is taking business from CSCO every day ZO

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