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To: The Phoenix who wrote (46997)1/16/2001 6:02:32 PM
From: Kenneth E. Phillipps  Respond to of 77400
 
Nortel is #1 customer of AMCC at 18% of revenues and Cisco is #2 customer at 10% of revenues.

Message 15191737



To: The Phoenix who wrote (46997)1/16/2001 6:07:34 PM
From: DiB  Read Replies (1) | Respond to of 77400
 
Gary,
I was unable to listen to the conference call... will try to find some time later today.
It sounds like in the upcoming year Scott expects JNPR to get at least 40-50 percent overall market share in Internet routers; all that at Cisco's expense.

-DiB


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