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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (60038)	6/27/2002 10:56:54 PM
From: BWAC	Respond to of 77400

So you think WCOM is closing shop and auctioning off the equip that handles 50% of the internet traffic through UUNet division? I'd say the bigger worry is the net goes dark in that case.

To: Paul V. who wrote (60038)	6/28/2002 9:59:32 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

WCOM's not going anywhere. Even if they do go bankrupt and sell the business, it will continue operations under another name, like AT&T after Ma Bell buys them out. :) You won't see a bunch of networking equipment flood the market.

To: Paul V. who wrote (60038)	6/28/2002 12:55:45 PM
From: Lizzie Tudor	Respond to of 77400

Lizzie, But will Wcom's auctioning off it CSCO's equipment in a bankruptcy create another glut on CSCO routers and switcheds on the market. Paul I was actually thinking wcom BK was a positive for the equipment makers. WCOM generates a ton of cash their only problem is the massive debt load. Since the business is viable why won't someone acquire them whole, maybe an rboc? I can't see a firesale on a network that generates so much cash, and whoever owns it eventually will be in a better position cashflow-wise to service the equipment. L