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Technology Stocks : Westell WSTL
WSTL 6.100-1.0%Nov 14 9:30 AM EST

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To: Jim Tao who started this subject8/24/2001 9:44:55 AM
From: Shaw  Read Replies (1) of 21342
 
From the Yahoo board, by: flyersrule_2001

CSCO getting out of ILEC arena

//dailynews.yahoo.com/h/nm/20010823/bs/tech_cisco_restructuring_dc_2.html

When the service provider market, composed of telecommunications companies such as the Baby Bells and their competitors known as competitive local exchange carriers, or CLECs, started to take off, Cisco zeroed in on selling gear to the newer and smaller rivals, an analyst said. However, the CLECs largely lost out to their older rivals.

``Cisco really failed at developing momentum with the incumbent local exchange carriers,'' or Baby Bells, said analyst Michael Cristinziano of Gerard Klauer Mattison. ``What they did is they supplied the arms to the guys that were trying to knock off the incumbents.''

``(Cisco) executed well on what they wanted to but what happened was the incumbents won,'' he said.

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Cisco's leaving this sector, has to be a big plus for Westell.
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