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To: GVTucker who wrote (44811)12/18/2000 3:45:43 PM
From: Eric  Respond to of 77400
 
GV

I know that this is a concern for me also but I remember Chamber's and the CFO discussing this.

Actually for a company the size of Cisco this is quite small. Going forward it will be important to watch.

I know that the other telcom infrastructure companies carry much more as a percentage but Cisco doesn't have the same exposure that they do. LU and NT don't do across the board what Cisco does.

Only time will reveal if this is truly going to be a problem.

IMHO it won't.

regards,

Eric