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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Praxis who wrote (20616)	3/18/2000 6:23:00 PM
From: Praxis	Respond to of 54805

In Nortel's acquisition post, I meant Xros & Qtera, I just noticed the spelling error. Cheers!

To: Praxis who wrote (20616)	3/18/2000 7:06:00 PM
From: wopr1	Read Replies (2) \| Respond to of 54805

Threat to CSCO: The discussion of the optical switch threat to our Gorilla CSCO has been fascinating. I was wondering if we could put a time frame on the threat. It usually takes time to bring a product to market. Even if a company can show a proto-type, it takes a while to ramp up capacity before the new product threatens a product already on the market. While we seem to agree that CSCO is at an "inflection" point, my question is, when should we require CSCO deal with that threat before selling? What was interesting in the article about NT was: Xros expects to begin customer trials with the X-1000 this summer, with shipments beginning next year. That would seem to give CSCO, JDSU, LU little time to deliver a competing product, correct? -wopr