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To: Sector Investor who wrote (11116)4/25/2001 4:25:50 PM
From: MikeM54321  Read Replies (3) | Respond to of 12823
 
Sector and Jori- Thanks for the customer list.

Marconi is formerly Realtec (a DLC specialist) and FORE Systems (an ATM specialist). The combo spells ADSL via NGDLC. In other words, I'm thinking most of the Luminent revenues were indeed more FTTC versus FTTH. Hope this makes sense. So IMO, this is mostly all BellSouth ADSL access stuff.

Do you know where Cisco is putting the LMNE parts? Any chance the LMNE parts go into that hot metro product Cisco sells(Cerent box). Thanks. -MikeM(From Florida)