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To: William Grilli who wrote (29153)	11/9/1999 6:16:00 AM
From: Zoltan!	Read Replies (2) \| Respond to of 77399

I doubt it will have more than a fleeting impact, if that. Nortel isn't a big factor in that market and Bay is still in its signature decline - the cuts reflect that decline. There is little doubt about the timing, an attempt by Brand X to steal some thunder. Has anyone seen Nortel's TV ads? They're really lousy. Even for their derivative, imitative nature, they fail.

To: William Grilli who wrote (29153)	11/9/1999 1:26:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 77399

It would depend on the reason for cutting the price. QWST recently had to go with a different supplier for equipment. Now they didn't say if it was due to technical or reliability issues with Nortel's gear or because Nortel was unable to meet the demand. However, it would seem that if demand is outstripping supply then one would not cut the price by 50% if what you speak about is correct. FWIW