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To: K. Bloomquist who wrote (13798)11/2/2000 1:25:30 AM
From: DukeCrow  Read Replies (1) | Respond to of 24042
 
If CSCO's optical revenue is up big, as this story indicates is may be, that puts a whole new spin on the slowin optical theory from NT's results.

I disagree. CSCO can overcome any optical slowdown (if there is one) by taking marketshare, since they don't have that much right now. NT's results are much more predictive for the optical industry as a whole since they have the largest marketshare (unless, of course, they slip up and fall behind).

Ali