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To: mtnlady who wrote (34746)	11/14/2000 5:12:25 PM
From: Uncle Frank	Respond to of 54805

I'm still evaluating the data, ML. I'll give you my opinion as soon as Sir Lyre posts his analysis <lol>. uf

To: mtnlady who wrote (34746)	11/14/2000 5:27:46 PM
From: Alidotr	Respond to of 54805

Why would CSCO want to take on the FO component market where GLW is positioned? The market for the products that GLW provides is basically CSCO's competitors. If CSCO was the providor of those products (components), do you think that JNPR, EXTR, etc... would buy from them? If CSCO was selling these products, CSCO would basically have one customer, CSCO. GLW has a myriad of customers that they can sell to because they are not selling end user products. NT has this problem to a certain degree and I believe that they were looking to spin off the component/sub-system part of the business so that business could realize its full potential. BR

To: mtnlady who wrote (34746)	11/14/2000 5:42:46 PM
From: JustLearning	Read Replies (2) \| Respond to of 54805

Mtnlady, My understanding has been that Nortel, Lucent, Alcatel, Ciena, etc. are optical system providers. These companies build and install optical networks. [In some instances they also have agreements with their customers to maintain these networks]. JDS Uniphase, Corning, SDL, etc. produce optical components that are used by the above companies. Admittedly, this is a simplistic view, since Nortel, Ciena, etc. also manufacture some of the optical components [in most cases for internal use]. Cisco competes with Nortel, Ciena, etc. It makes sense for Cisco to partner with component manufacturers, like Corning, to build the best possible optical systems. IMO, the partnership makes a lot of sense. Or maybe I am biased because I am a Cisco shareholder <g>. [Or my understanding could be completely wrong. By the way I also own JDS Uniphase and Nortel].

To: mtnlady who wrote (34746)	11/14/2000 5:55:31 PM
From: The Phoenix	Respond to of 54805

mtnlady... Corning is a building block supplier, CSCO is a network equipment vendor... They are working together... so you point about using Corning to fill product line gaps doesn't make much sense. Maybe you could rephrase the question. OG