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To: mahler_one who wrote (30030)	3/4/2001 8:17:17 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Cisco hits the brakes on buyouts Note this key part: "Cisco lacks a sizable research and development arm, which means that its ability to develop new products depends, in large part, on acquiring other companies. " biz.yahoo.com Let's see now. Who were the top three equipment suppliers again? Was it NT, LU and CSCO? And the top telcos like T, WCOM? <<Nowadays, you don't hear Cisco execs talking up the optical space. ``The buzz is that they've become disenchanted with the carrier-optics market,'' says Robertson Stephens analyst Paul Johnson. ``I don't expect to see them make any more purchases in that area.'' >> Times are a changing. Who are going to be the leaders in next generation optical?