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Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (3686)	5/7/2002 9:54:10 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 6346

I ran into a CSCO marketing veep today that I know pretty well. We were talking about some of the report. The GMs are definitely good. A combination of cost cutting and bottoming out of discounting. He said that the carrier biz is still in really bad shape. Something that I am quite well aware of anyway. I don't remember what the percentage mix was between SP and Enterprise. They made their SP numbers look good by having some enterprise products in the SP LOB (the 2600 and 3600 were in the SP line of business). They also had SPs who were acting as enterprise resellers reporting as SP sales. So it is pretty difficult to determine a meaningful number from the bubble days (or even last year).