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Technology Stocks : JDS Uniphase (JDSU)

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To: Tunica Albuginea who wrote (17228)1/26/2001 1:14:20 PM
From: Elroy  Read Replies (2) of 24042
 
CSCO has only 2% of Carrier market as I remember it.

That's not the question. The question is of Cisco's 40% of revenue that comes from telecom service providers, what it the split between CLEC customers (i.e., precarious revenue stream) and major carrier customers (i.e., secure revenue stream). I think most is from secure well funded carriers, but Pat Mudge indicated otherwise. I'm wondering what is the source for her view, that's all.
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