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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Daniel Schuh who wrote (24040)10/16/2000 2:19:06 PM
From: GS_Wall Street   of 24154
 
FYI, from the prospectus Marconi 11% of sales, Cisco 13%, Others 76% of sales.

Both Marconi and Cisco are predicted to grow very well in optical system business over the next couple of years. Should bode well for Luminent
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