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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (22169)12/5/2000 5:05:57 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
thanks, Greg, but I dont fully understand your explanation

BRCM has Cisco as customer... how is Cisco actual user?

how do you define "actual users" and "edge" ?
thanks, a little embarrassed
/ jim



To: Boplicity who wrote (22169)12/5/2000 5:13:06 PM
From: Venkie  Respond to of 65232
 
coms indicated that their business & consumer networking businesses are on plan and up 7-8% sequentialy. it's their carrier business that's got the problems..cable modems should do well/networking.


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