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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (48038)	2/5/2001 6:11:48 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

MM, Yep, and that should improve the health of the remaining CLEC's and ILEC's and generally make for a better market. And don't forget - vendors have access to this "cheap inventory" too. So, the vendors may also benefit. Heck if it costs CSCO less to buy a GSR from a failed CLEC than it does to build it... why not? right? Of course don't forget that this issue is a domestic CLEC issue mainly. Cisco's exposure here - while important - is likely to be signficantly softened by increasing sales overseas, in the enterprise, and in new penetration to ILEC and IXC's.. OG