SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: Tunica Albuginea who wrote (17228)1/26/2001 1:14:20 PM
From: Elroy  Read Replies (2) | Respond to of 24042
 
CSCO has only 2% of Carrier market as I remember it.

That's not the question. The question is of Cisco's 40% of revenue that comes from telecom service providers, what it the split between CLEC customers (i.e., precarious revenue stream) and major carrier customers (i.e., secure revenue stream). I think most is from secure well funded carriers, but Pat Mudge indicated otherwise. I'm wondering what is the source for her view, that's all.