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Technology Stocks : Cisco

CSCO 71.07

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3:59 PM EST

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To: Jorj X Mckie who wrote (198)	10/18/2000 2:26:20 PM
From: The Phoenix	Read Replies (2) of 405

Jorjish, Agreed, I think that it even goes further than that too. I think that carriers need to be able to make a buck (I know that that may be a surprise to some <ggg>) I think that companies that can demonstrate the economics of installing new infrastructure will lose the batter to those that can. Do you remember a program called "Jumpstart" ;) Well, that made Stratacom successful in selling frame relay services because they demonstrated to the carrier how to make money at it.... and walked them through it. The result of course was the Stratacom sold a bunch of very expensive frame relay switches but the carriers made money as well... and Stratacom helped them to do it. I don't see the model here as a lot different.

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