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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (10033)12/14/2001 6:10:29 PM
From: Bill Harmond  Read Replies (1) of 57684
 
The ripple effect was seen everywhere, most especially at Ciena. But one of the lingering questions is which networking gear in particular will be affected by continued capital spending cuts. Long-haul optical transport will likely take the brunt of the cuts, say analysts, while optical switching and IP routing may see little impact.



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