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To: andydaoust who wrote (4469)3/15/2002 2:31:40 PM
From: David A. Lethe  Respond to of 4808
 
MCDT vs. BRCD? From my perspective -- it is ho-hum, and nobody cares about it except for some investors, and MCDT/BRCD, of course. Even if they go belly up because of this, then life will go on. A dirty little secret is that switches are starting to be seen as a commodity product, which is good for everybody except MCDT and BRCD.

(Both companies getting out of the business would be a problem, but that scenario isn't remotely probable).