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To: terry murphy who wrote (1711)6/25/1999 5:53:00 PM
From: Raymond Duray  Read Replies (1) | Respond to of 5853
 
Hi terry,

Re: Ariba - My DD indicates that Ariba is in the operating resource management business, ORM, and has nothing to do with the nexgen/terabit router & switch market, except possibly as an end user.

Re: JNPR - Not only will Cisco be gunning for JNPR, but so will LU via Nexabit, Avici sans NT, NT plus Bay, NN, TLAB, and a few others. Oh, and did we mention the guys who are working on the pure photonic solutions? Lunch, anyone?

Ry