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To: wopr1 who wrote (20627)	3/18/2000 7:14:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

wopr1: While a threat may be there, Cisco is far from sitting still on fiberoptics. Very focused on it as Uncle Frank has said so well, and management is just about the best anywhere. This may well turn out to be a major "opportunity" for Cisco. That has happened often in the past. The conversion of a challenge into an opportunity is a major part of Cisco's track record. That is why I have only suggested watching carefully. What will happen next year, the year after, and the year after that is open IMO. Best. Cha2

To: wopr1 who wrote (20627)	3/18/2000 8:01:00 PM
From: gdichaz	Respond to of 54805

To: wopr1 Further re Cisco's plans: (note the focus on both optical and wireless markets) [Hey, I'm in good company.] (from the HLIT thread) "To: MikeM54321 who wrote (3349) From: VidiVici Wednesday, Mar 15, 2000 9:59 PM ET Reply # of 3355 Cisco Aims to Speed Up Acquisition of Firms Within the Next Year Wall Street Journal (03/15/00) P. B11A Cisco Systems will increase its number of purchases, acquiring as many as 25 more companies over the next year, according to Larry Carter, Cisco's chief financial officer. The company will continue its focus on the optical and wireless markets, both of which are growth areas, Carter said following his address at the Merrill Lynch Global Telecom Investor Conference. Cisco will serve a $148.3 billion market by 2003, with $62.5 billion generated by work on telecom networks, according to Carter. HLIT: HARMONIC INC(NASDAQ) Saturday, Mar 18, 2000 7:51 PM EST" Best. Cha2