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Politics : Formerly About Applied Materials
AMAT 322.31-5.6%3:59 PM EST
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To: Katherine Derbyshire who wrote (44583)3/27/2001 11:07:09 AM
From: Ian@SI  Read Replies (1) of 70976
 
Katherine,

OT re CSCO and Chambers:

He may also just be facing more nimble competitors; as well as missing key products serving the high end Fiber Optics space. During the past decade, he had the data world all to himself while the major equipment providers had their focus on serving the big voice carriers; CSCO now has some very deep pocketed competition in the converged voice/data/image world. Maintaining share has all of a sudden turned into a losing battle for Chambers - an unthinkable thought less than a year ago.

Ian.
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