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To: jghutchison who wrote (9045)5/29/2000 3:38:00 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 12623
 
jgh, if Cisco/Cerent and Cyras want to compete with Nortel on price, I am sure that Nortel will be happy to accomodate them. In the meanwhile, they face the time problem and the money problem of ramping up production. Nortel has invested $600 million in new production facilities which will come on line next quarter. I have to wonder if these companies can increase production fast enough to be a competitive threat.