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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject11/14/2000 4:56:12 PM
From: mtnlady  Read Replies (5) of 54805
 
So UF what's your take on Corning and Cisco teaming up to sell Corning's fiber optic gear? Is Cisco admitting they can't produce a complete line of gear? What portions of the Corning equipment will be sold in partnership with Cisco? What equipment, if any, of Cisco's will now be superceded by Corning's gear?

My two cents worth - not being either a Corning or a Cisco follower. Is that Cisco has big gaps in their fiber optic product line that they are now turning to Corning to fill. Corning, on the other hand, is a #3-4 fiber optic player - behind NT, LU and ALA and Cisco's sales force gives them a presense to make up some ground on LU and perhaps ALA. Your thoughts?
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