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To: Ilaine who wrote (23397)	10/1/2000 5:43:06 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 436258

My opinion is about the optical sector, not Cisco specific. And the 3-6 months is how long I believe that it will take to prove the analyst who wrote that report to have no credibility. I believe that the growth in the optical sector will continue to grow at current or greater rates for significantly longer than 3-6 months. And I agree that capital spending is slowing in the carrier market, but that does not mean that it is slowing for all types of equipment. The bulk of the slowdown in spending is in the legacy Class 4 and Class 5 type switches (in the U.S., LU and NT would be the largest suppliers of this type of equipment).

To: Ilaine who wrote (23397)	10/2/2000 2:56:17 AM
From: Jorj X Mckie	Read Replies (3) \| Respond to of 436258

This is what I was referring to as far the slowdown in telco spending being applicable to the Class 4 and Class 5 switches. This deal between Cable & Wireless and Nortel is pretty significant in that it highlights the voice of IP capabilities of the network....obviating the need to buy Class 4 switches. biz.yahoo.com This is not necessarily addressing the specific optical question, just that the slowdown in spending is not necessarily indicative of an across the board slowdown of spending on the infrastructure.