<<but let me assure you that I'm not and I am VERY close to this.>>
How close can that really be, Gary? When just a few posts earlier you said:
<<I find that hard to believe. Where is UBS getting this information?>>
<<Oh, one other note... Cisco (through StrataCom) does have a good understanding of carrer nets. So your accurate comment about price performance is fully understood. >>
Glad to see the understanding is there. Guess all that leaves is a good competitive product, huh? This year, you think?
<<So, Scott, I understand your defensiveness. But, the world is more than just GTE, more than just WAN switches and RAS.>>
But Gary, thats just about all that ASND does. I'm glad that CSCO can afford to lose those two areas to ASND and still do well. Still, a $100M+ GTE contract here, $150M Williams contract there, $100M+ NTT contract, plus AT&T too, and don't forget about Telesys, France Telecom and the rest of Europe, and China too, and pretty soon that adds up to real money, no? |
