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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (29788)	12/1/1999 11:05:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Gary, I believe that I said a few deals with no reference to size. A "few" is in comparison to those achieved by the larger players in the space. CSCO will get its share, but not a dominating % of business. Your point on small deals growing into larger ones is a good one. That is also why NT and LU will benefit strongly in the carrier space because they dominate there now. WCOM is an example of this. despite the negative feelings and press surrounding the outage, WCOM is going to be one of LU's largest data customers going forward. Brian