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To: Ibexx who wrote (3515)12/9/1999 10:14:00 PM
From: Gary Kao  Read Replies (1) | Respond to of 15615
 
partially OT-Ibexx: I respect your judgement but I am puzzled by your enthusiasm about MMCN. It's recent troubles have largely revolved about apparently severe loss of business with IBM and CSCO, its two largest customers. What indications do we have that this situation has improved or new heavyweight customers inked? I'm not so sure the comparison w/ PMCS is valid as the latter is almost ten times larger and hence more diversified.
thanks in advance for your thoughts,

Gary