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To: marginmike who wrote (81823)3/16/2001 7:33:33 PM
From: Mark Adams  Respond to of 436258
 
I honestly thought Lucent would eat cisco's lunch in 99. Well, if they can scale down quickly enough, and manage the debt, they could have potential. And it's always possible that the downturn could be shorter than the k-winter outcome we try to hedge for.