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To: Bill who wrote (6987)10/5/1999 1:00:00 PM
From: Bobo  Read Replies (2) | Respond to of 9236
 
What's there to realize... Oh that's right... 1) their main partner (ADI) seems to be losing ground 2) they have little in terms of long term CPE relationships (Lucent is not long term) and 3) DSL in the residential space is moving at a glacial pace.