Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: The Phoenix who wrote (47267)	7/30/2000 12:11:23 PM
From: Jorj X Mckie	Read Replies (1) of 63513

Gary, Agree with you on all points but one. Scarcity in the optical world for the next 18 months rather than 12 months. It will be interesting to see where CSCO stands vs. NT in optical competitiveness in that time period. Beyond just price erosion, I would expect NT to start losing significant percentages of market share. JXM

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