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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: telecomguy who wrote (5889)	5/21/2000 12:48:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 14638

telecomguy, long post. nice typing. CSCO reported a run rate of 1 billion for optical gear, mostly in the Cerent product line, not routers as you speculate. Personally, I see Cerent facing increased and immediate competition from several new start-ups. tp.

To: telecomguy who wrote (5889)	5/21/2000 10:14:00 AM
From: The Phoenix	Respond to of 14638

Perhaps I mis-stated. CSCO reported a $1B run rate in optical sales alone. SP business is probably on a run rate of (guessing based upon a comment Chambers made) $7B-$8B. I know this is smaller than LU and NT but still not bad when you consider CSCO was no where in this market a few years back. That comment that John made?... That CSCO SP revenues would surpass enterprise revenues (which I remind you are still growing at faster than the market rate) in the next 18 months. I think it was 18 months... might have been less. But I recall it was real soon. Conclusion? CSCO is executing and the "bet" as you put it, is paying off big. OG